AirSend for Financial Advisors
See how your business can benefit from an all-in-one client communication tool to help you build better client relations.
Watch the videoSee how your business can benefit from an all-in-one client communication tool to help you build better client relations.
Watch the videoSend and receive messages and have voice and video calls in private Channels with clients, analysts, and partners.
Securely share, receive, and organize everything from portfolio reports to identification proofs using AirSend’s powerful messaging and file management system.
Create actions like “Send portfolio update” and “Collect tax planning documents” with automatic reminders so you can do every single thing on your task list quickly in one place.
Find channels, people, messages, files, and actions in seconds. Never waste time searching for emails, lost files or forgotten details again. Everything is just a click away.
Easily record and access key information like client birthdays and investment targets with a built-in wiki for easy reference.
Clients, analysts, and partners can receive and reply to your messages through email, as well as send files to the channel via email. They don’t need an AirSend account.
Growing your advisory business doesn’t have to be complicated. AirSend helps you simplify your work so that you can focus on what’s important.
If you want to build your business as a financial advisor, you need to implement every advantage possible. As the fintech landscape continues to progress, financial advisors who use technology to work with their clients are the ones who will thrive in the current economy. However, from CRM tools to financial planning software, the number of tech tools for financial advisors that exist can be overwhelming. AirSend can help.
An all-in-one tech tool for financial advisors to work with clients, AirSend lets you have conversations, securely share files, complete tasks, and keep track of your clients in one space.
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