RIS

See which client relationships are cooling, before they go cold.

RIS is a relationship notebook for financial advisors and small sales teams. Log every call and meeting in seconds, and it tells you who needs a follow-up today.

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  1. Anita MehraMet yesterdayHot
  2. David ChenCalled 9 days agoWarm
  3. Rohan ShahLast contact 5 weeks agoCooling
  4. Laura BennettNo contact in 4 monthsCold

Each client gets a warmth score that updates from your real interactions.

Built around how advisors actually keep in touch

Log in seconds
Record a call, meeting or voice note right after it happens. RIS keeps one timeline per client.
Know who to call today
Daily nudges point to the relationships that are slipping, with the reason and a suggested next step.
See the whole household
Map family, professional and referral connections, so you never miss the person behind the client.
AI that asks first
Transcription, document scanning and client insights run only for clients who have given consent.
Works offline
Your client list lives on your phone and syncs when you're back online.
Made for small teams
Team leads see coverage across the team, while each advisor keeps their own book.