Client Management
New Feature
Client Management is now live. You can organize clients and their financial connections in a structured, consistent way that eliminates scattered files and messy naming conventions.
Documents are automatically stored using a standardized folder structure:
/Client Name / Institution / Account Name / Statement XXX.pdf
This keeps records clean, predictable, and aligned with how firms already manage client data. It is built to reduce administrative overhead and make managing multiple client relationships far more scalable.