Coming soon
Tunzly for wealth management is coming soon
We are building the wealth management version now. Everything below already works today, and we can set it up with your industry's terms if you would like to start early.
Already working today
- Leads and clients in one pipeline, with web forms, calls and texts attached
- Scheduling and a live board of the day
- Clock-in with GPS proof and site check-ins
- E-signatures for agreements and consents
- Invoices from completed work, and payroll export from approved hours
- Tuni, the AI teammate, inside what each role is allowed to do
What the wealth management version adds
The terms your office already uses, and the rules your industry already follows.
- Advisors and households
- Reviews and meetings
- Documents and suitability
- Annual review due dates by household
- Documents signed and retained
- Communications archived for compliance
Tell us about your business
A few lines about what you do and what runs your day today. We read every one and reply within two business days.
Other industries