The easiest way to deliver advice and collaborate with your clients
CliQue adds value without adding time. We help accountants and advisors deliver valuable advice, automate follow-up, and deliver visible results that their clients love.
Get Proactive and High-Touch
Send the right messages at the right time, without having to even remember. CliQue allows you to create automated follow-up using SMS, email, and push notifications from one place.
Grow Engagement and Avoid Missed Opportunities
Position yourself as the quarterback, and sell more value-added services. Create and share service plans that capture all available revenue opportunities – in under two minutes.
Deliver Visible Value that Has an Impact
Create more client action by tracking progress and sharing responsibility. Our financial wellness tracker, WealthSense™, ensures everyone is working towards a common goal and your contributions are always visible and valued.
Key Features
Proactive advice for your clients.
Firm-level analytics.
Easily track your clients' financial health progress.
Time saved with automated advisory.
Automated, event-based reminders for clients.
