Keep client documents out of the inbox
Advisors, accountants, agencies and lenders run on sensitive documents and standing deadlines. We build the secure intake and client portals that carry both.
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What we build for financial firms
Survive the background check
Before anyone books a call, they’ve read the team page and checked how you charge. Credentials and clear fee language, with disclosures where they belong, get you onto the shortlist.
One secure door for documents
Returns, statements, loss runs and bank records move through a portal with a checklist of what’s still outstanding. A phone photo of a document lands in the right folder.
Onboarding that keeps moving
A guided flow sequences the agreements and forms and chases what’s missing, so the client always knows where things stand.
The calendar the business runs on
Annual reviews, policy expirations, filing deadlines and loan maturities live in one queue that shows who’s due and what was promised last time.
Ternbrook Financial Group
Clients upload documents through one secure link and get back a short note naming what’s missing. Ternbrook is a company we invented, so we could build its website and back office in full.
Open the Ternbrook buildHow the systems connect
The client sees one secure door, and the firm sees one record per household.
One record per household
Redtail, Wealthbox, Karbon, TaxDome or your agency system stays the record. Intake, uploads, signed agreements and meeting notes attach to the same client.
Signatures that file themselves
E-signature routes agreements and forms like the 8879 or an ACORD application, then files the executed copy.
An audit trail ready when asked
Who sent which version, and when the disclosure went out, are questions an examiner or an E&O carrier eventually asks. We build with privacy and auditability in mind.
Where AI helps with the paperwork
Documents sorted on arrival
AI checks an uploaded W-2, 1099 or loss run against the checklist and flags a wrong year or a missing page. In the Ternbrook build, the client gets back one note naming what’s still missing.
Meeting prep, drafted for review
Before a review, a one-page summary is drawn from the client record. Agendas and follow-up letters start as drafts, and every client-facing word gets professional review.
In financial services, the paperwork experience is the client experience
Every build starts with how documents and deadlines move through your firm today, on the tools you already pay for.
Tell us how clients reach your office
A person reads every request and replies within one business day.
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