Like CliQue, but want firm branding? Done!
You can now display your firm name and logo in our platform, on all videos in your advice library, as well as in automated SMS texts and emails.
Promote your firm, while providing your clients with game-changing financial advice.
Is everyone on the same page when it comes to your wealth?
Probably not - and that's not cool.
Check out our new team feature to power open advising.
This allows your financial professionals to collaborate, rather than compete when it comes to your financial fitness.
Our client facing mobile app can be white labelled with your firm's branding. Press play to watch the walkthrough video.
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Do you automate your instalment payments? Save enough from each cheque to pay your taxes, accountant and lawyer? Learn what 6 things you can do this year to get financially fit.
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Old school finances aren't cool.
Easy and automated is.
We built a financial wellness calendar to make your finances cooler.
Ask your financial advisor about cool ways they can make your life easier. CliQue Advisor
We are changing how CPA’s deliver advice and collaborate with clients. Come visit the https://t.co/fCVwZmPEDy virtual booth at RSM Alliance 2020 Converge and see the future of business #advisory2020#taxtwitter#rsmalliance#CPA