Automated annual review scheduling campaigns triggered by the last review date per client household. Cloud file management software for storing, organizing, and sharing documents, images, and media across your entire team.
If any of these sound familiar, you are not alone. Most financial advisory businesses deal with these every day.
Annual review scheduling that depends on advisors remembering to reach out versus a systematic approach
Compliance documentation for suitability, KYC, and fiduciary requirements that auditors scrutinize
Client segmentation by AUM tier that determines service level but is tracked informally in the advisor's head
Prospect nurture over months or years for high-net-worth leads who are not ready to move assets immediately
Household relationship management where spouses, children, and trusts are all separate but interconnected
Every pain point above has a matching solution built into Deelo — no extra plugins, no extra cost.
Automated annual review scheduling campaigns triggered by the last review date per client household
Compliance document storage with audit-trail timestamps on risk tolerance questionnaires and recommendations
AUM-based client segmentation with defined service tiers, contact frequency, and deliverables per tier
Long-cycle nurture campaigns with educational content that keep your firm top-of-mind for future asset transfers
Household relationship mapping that links spouses, trusts, entities, and beneficiaries under one family view
Cloud file management software for storing, organizing, and sharing documents, images, and media across your entire team. An integrated file manager eliminates the need for separate storage subscriptions by embedding files directly into your CRM, projects, and helpdesk.
See how Deelo stacks up against popular file management tools for financial advisory businesses.
| Feature | Deelo | Google Drive | Dropbox | Box |
|---|---|---|---|---|
| Starting Price | Free / $19/seat | $0 - $18/user/mo (Workspace) | $12 - $26/user/mo | $15 - $47/user/mo |
| All-in-one platform | ||||
| File Management features | ||||
| Built-in CRM | ||||
| Invoicing & payments | ||||
| 50+ integrated apps | ||||
| No long-term contract |
Systematic annual reviews increase AUM retention by 15%
Long-cycle nurture campaigns convert 20% of prospects within 18 months
Get started with file management software built for financial advisory businesses. Free to start — no credit card required.