Winning new clients, and looking after the ones you have. Independent advisory practices run both on memory and spreadsheets. Practice Genius gives each one a proper home, and you buy only the one you need.
Every prospect your practice is working, on one board, at the stage they are actually at.
The client review lifecycle, from due date to signed-off notes, with an audit trail that holds up.
Most practices start with one problem, not two. Buy the product that solves the one you have — they work completely independently, with their own subscription.
If you run both, they share a login and a practice account, and a prospect you sign becomes a client on the other side without anyone retyping anything. That is the only place they touch.
Practices running both pay twenty per cent less than buying them separately.
Neither one is a CRM or a planning tool. They sit underneath those, where the running of the practice happens.
A small to medium-sized team. No IT department, no Salesforce administrator, no six-month implementation.
Every stage change, note and action item is timestamped and attributed. FAIS, FCA or FMA, the trail is the same.
The workflow is built in. You adjust the labels and the dates, not the entire process from scratch.
We did not have a pipeline problem. We had a memory problem, and we called it a pipeline problem for four years.
Placeholder quoteReplace with a real one from an alpha practice
Both products are live now. Start with the one that solves the problem you have — add the other whenever you're ready.