Autopilot CLS is the client driven digital advice platform. Clients have full access to view their account, goals, plan, and monthly activity—all in a clean, simple interface.
As a digital advice platform, Autopilot addresses frequent client questions such as “ What does my balance look like?" or “How does my plan look?” You don’t need to set up a meeting with anyone; they can open their account in their pajamas.
The client dashboard is a major boon to your clients to provide the knowledge they want and need to be invested correctly, follow their goals, and have their human advisor watching over their future.
Whether it’s the next generation of your clientele, using Autopilot for smaller accounts, or applying Autopilot so your clients have 24/7 access to their account information, it's all designed to put the client in the driver’s seat to simplify and streamline the processes for both of you.