Transform the Way You Manage Client Relationships and Compliance Obligations.

With Singular, your team will stay organized, prioritize leads, and have the tools to convert more prospects into loyal customers. Whether you're a small firm, a large firm, or somewhere in between. Singular helps you grow your business by helping you manage client relationships, streamline operations and by centralizing compliance tasks.

Why spend more than you must to grow your business. With a cost of $25 per user, Singular offers the following:

• A fully functional CRM built specifically for advisors
• Plaid integration for holdings and transactional data
• LinkedIn integration with preapproval workflows
• Policy and Procedure Management
• OBA, Gift, Expense, and Political Contribution approval workflows
• Complaint logging and resolution
• Branch Audit workflows
• Compliant Email archiving included at no extra cost
• And so much more...