Streamline your workflow by turning client documents into an organized dossier and actionable recommendations - all from one centralized hub.
YourStake Document Assistant: Your Ultimate Client Management Solution
Managing client information just got easier! The YourStake Document Assistant is designed to help you stay organized, save time, and provide personalized client experiences—all from one powerful platform.
Here’s what you can do with it:
- Upload Documents: Quickly and securely upload all client files in one centralized location.
- Create Detailed Dossiers: Organize client data into comprehensive dossiers for easy reference.
- Incorporate Client Questionnaires: Capture client values and risk preferences through integrated questionnaires.
- Generate Personalized Recommendations: Create tailored advice based on meeting notes and uploaded documents, ensuring every client receives thoughtful and relevant guidance.
With the YourStake Document Assistant, you can streamline your workflow, reduce manual tasks, and focus on what matters most - building strong client relationships.
Watch this introductory video to get started:
Select the links below for step-by-step guides on how to set up a new client or prospect: