The advisor frustrated by the rigidity of their current systems. They've looked at available automations and workflows, but none seem to address the core issues they see with their software.

The team drawn to the flexibility of a solution like Salesforce, but are scared away by the structure and cost of legacy enterprise software.

Anyone who's looked at their systems and said, "wouldn't it be nice if it could just _____"...let's build that together!

CFPs, CPAs, attorneys, and other financial professionals who need a dynamic CRM that can fit their own way of working.

The technologically-curious solo advisor or leader of a small team who would love to build their own tools, but would love even more to focus on planning and serving their clients.