Coming Soon
Workflow Templates
Pre-built workflow templates are coming to Command Center. Get started quickly with ready-to-use automations.
Planned Template Categories
Client Engagement
Birthdays, anniversaries, and touchpoint reminders
Client Onboarding
Welcome sequences and document collection
Portfolio Alerts
Market changes and portfolio threshold alerts
Compliance & Reviews
Annual review scheduling and activity logging
Build Custom Workflows Today
While pre-built templates are in development, you can create custom workflows using the Workflow Builder. Our team can help you design and implement workflows tailored to your firm's needs.