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Streamlining operations to close clients faster

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Apr 1, 2019 10:58 pm

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After years of working on a potential client, you finally get them to sign up with you as their advisor. Now you just have to make sure all of the account opening documents and agreements get filled out and you have earned yourself a new customer.

We have found that this can often times be the most frustrating part of the client relationship. You spend all this effort winning a client, and the friction of paperwork seems to hold you back from finalizing the relationship.

With Anvil ( we eliminate the friction of paperwork, AND we save you time by eliminating data-entry into various software systems and account forms.

Tomorrow we are announcing an integration with Redtail, but I wanted to give everyone here a sneak peak.