AI TOOL PROFILE
Responsive: Financial Advice Productivity Software
- Finance and Accounting
- Financial Planning
- Financial Advisors
- Wealth Management Firms
- Financial Planning Companies
- Banking Institutions
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Financial Advisors, Wealth Management Firms, Financial Planning Companies, Banking Institutions
- Key use cases
- Digital Client Onboarding, Client Goal Tracking, Workflow Automation, Data Consolidation
- Integrations
- Salesforce, CRM
- Official website
- Visit Responsive official website
How AI is used
Responsive is a suite of tools for financial advice professionals, focusing on advisor productivity and client interaction. The platform includes components for identifying high-value actions, orchestrating back-office workflows, and providing a digital interface for investors.
It is designed for wealth management firms, financial planning companies, and banking institutions that need to organize client data and support digital processes. The software supports the consolidation of fragmented data to help provide a unified view of a client's financial situation.
Buyers can use the platform to manage client onboarding and allow investors to self-initiate transactions or set financial goals. The system supports integration with CRMs, including a specific application for Salesforce users.
Prospective buyers should confirm how the API-first ecosystem fits their current technology stack and evaluate if specific modules, such as Prioritize or Dash, align with their operational needs.
Key Features
Prioritize
Next Best Action software designed to identify client opportunities and track team performance indicators.
Dash
A client-facing portal where investors can view assets, initiate transactions, open accounts, and create financial goals.
Enable
An advisor orchestration framework that supports workflow automation and centralizes client information.
WealthLink API
An integration tool designed to consolidate fragmented internal and external data into a unified client model.
CRM Integration
Connects with CRM systems, including a dedicated app for Salesforce to manage advisor books.
Security Compliance
Maintains SOC 2 Type II attestation with TLS 1.2+ encryption and AWS KMS key management.
Use Cases
Digital Client Onboarding
Using the Dash portal to help new clients begin their relationship and set up accounts.
Client Goal Tracking
Supporting clients in creating and tracking progress toward specific financial goals through a self-service interface.
Workflow Automation
Using the Enable framework to automate back-office tasks and track the completion of advisor activities.
Data Consolidation
Applying the WealthLink API to bring fragmented financial data into a single view.
Integrations
- Salesforce
- CRM
FAQ
Who is Responsive designed for?
- It is designed for financial advisors, wealth management firms, and financial planning companies.
What does the Dash portal allow clients to do?
- Clients can use Dash to view assets, initiate transactions, open accounts, and create and track financial goals.
Does Responsive integrate with Salesforce?
- Yes, Responsive offers a specific 'Prioritize for Salesforce' app to integrate next-best-action functionality into the Salesforce environment.
What security standards does the platform follow?
- The platform maintains a SOC 2 Type II attestation and uses TLS 1.2+ encryption.
Source category: Finance & Accounting
Source subcategory: Financial Planning
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