Fast, Secure Client Management For Financial Advisers
Client Discovery To Approval

Before:

Advice sign-off slows down when suitability reports get passed around in emails, edits get missed, and nobody knows which version is final.

After:

Workiro keeps every draft, comment and approval in one tracked workflow — so advisers, paraplanners and compliance sign off faster, with a complete audit trail saved automatically.

Before:

Discovery slows down when advisers chase clients for documents, juggle inboxes and portals, and still aren’t sure what’s been seen or approved.

After:

Workiro pulls discovery into one structured flow — requests, documents, messages and signatures all captured against the client record, with timestamps ready for compliance review.