Set the audience
Invite the people involved in the work and give each the appropriate client and material access.
Secure collaboration
Keep the right people in the right conversation.
Bring the advisor, client team and invited stakeholders around the same client decision. Secure messaging stays with the relevant report, deck or action so context and follow-up do not disappear into separate inboxes.
See the Messages workspace Inside the advisor workspace
Client conversations, in one place.
See client messages, team-only discussion and updates from The Analyst in the same workspace. The firm can keep each conversation tied to the right client and pick up the next action with context.
The workflow
From question to next move.
Discuss in context
Keep questions and responses attached to the relevant report, deck or engagement.
Resolve
Record the answer, decision or requested change and identify the next owner.
Follow through
Carry commitments into the client's action and review rhythm.
One engagement
The evidence and the discussion stay together.
A figure in a report, an investor's deck question or a client decision can be understood with the material it refers to. The advisor can pick up the conversation without reconstructing it from email threads.
- Discuss cleared deliverables with invited participants.
- Keep the conversation attached to the client and relevant material.
- Carry resolved questions into changes and next actions.
Permissioned participation
Different people need different views.
The firm coordinates the engagement while the client team and invited external stakeholders participate in the parts relevant to them. The advisor retains oversight of material before it is shared.
- Invite named people to the relevant client context.
- Clear a report or deck before external distribution.
- Keep investor discussion with the deck it concerns.