Betterclientcontext.Strongercoordination.ApowerfulCRM—completelyfree.

Manage client relationships, communication, documents, Requests, and professional work without paying for access to MoneyBot.

MoneyBot helps replace fragmented context, disconnected conversations, and repeated explanations with one connected way to support your clients.

MoneyBot connects you to the client information, documents, conversations, Requests, and activity relevant to your role in the relationship.

So you can spend less time piecing together what happened and more time moving the client’s needs forward.

You remain responsible for the advice, judgment, services, and work within your role.

MoneyBot strengthens the context, coordination, and follow-through around that work so you can spend more time serving clients and less time managing disconnected information.

When you and other professionals are involved, MoneyBot keeps the relevant conversations, documents, responsibilities, and progress connected around the client’s objective.

Each person can contribute within their role while still seeing how their work fits into the bigger picture.

MoneyBot will be completely free for advisors.

You can strengthen your chances of being considered for the MoneyBot Advisor Growth Program by serving clients well, bringing clients into MoneyBot, responding promptly, and completing Requests and Deals thoroughly and successfully.

When a spot becomes available in a category and region, a limited number of advisors may be invited based on their overall contribution and performance inside MoneyBot.