Assign tasks to your clients
within a workflow
See where each client's plan stands
and their next steps
Ensure consistent planning
processes are followed
RightFlows' kanban-style dashboard provides advisors with a summary view of the workflows. Advisors can quickly see where each client's plan is in the planning process and click the client name to see more details.
Each workflow is comprised of steps, with each step containing a set of tasks. Once the tasks are completed within a step, RightFlows automatically triggers the next step in the workflow, reducing human errors and saving valuable time for advisors.
Ensure consistent planning processes are followed by your entire planning team while still providing the flexibility to adjust specific steps and tasks when needed.