INTEGRATION THE WAY YOU REQUIRE
A smarter integration with Dexterous PRO
Dexterous is integrated into over 1000 applications that you are probably already using right now.
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Strengthen the connection between your staff and clients. Automate your processes and streamline your practice.
We use Industry benchmark Financial Planning integrations along with the Dexterous Framework to provide the most complete solution for your firm.
Automate and streamline your practice processes
Produce your Fact Find, Discovery or Questionnaire forms instantly
Integrate over 1000 applications, like XPlan, Office 365 & DocuSign
The majority of our financial planning clients were trying to solve a few major problems. The most consistent was how to better handle the client onboarding process. Using the Dexterous workflow framework, you can streamline this entire process and have your client digitally sign your documents all from within your client portal.
Merge data, create actions, determine who needs to sign which document and set time periods. You can even create automated rules based on different document types: SOA, ROA or ATP. The options are endless.
The second most pressing issue for planners has been the fact find form. By using the Dexterous dynamic form framework, you can create unique forms with a difference. Have your team fill out as much of the fact find as possible. Click and select the parts that the client feedback is required. The client gets the digital fact find form with the remaining elements that need to be filled out. Then the magic happens, push the data that has been collected into your current provider like XPlan or Midwinter.
Dexterous is integrated into over 1000 applications that you are probably already using right now.
Workflows within Dexterous gives you the ability to create multiple actions at different times with just a click of a button.
With triggers you will automatically instruct Dexterous which workflow steps to action based on your rules. Triggers can be based upon time, hierarchy or internal/external factors
Use your team hierarchy to determine which staff member will be automatically allocated a task or activity based on role or client preference. Create approval processes or checklists
Use event decisions to set milestones that Dexterous will automatically trigger. Events work for you 24/7, always calculating and perform actions at the right time
The compliance module Ontoma has been engineered to enable your firm to not only stay in front of your
FoFA obligations, but also quickly generate required documents and disclosures
Auto allocate tasks based on roles or client preference
Create FDS and Opt-In forms for staff and clients
Have your clients sign and execute documents
Create your online portal that you control
Use SMS or Emails to communicate with clients based on automated rules
Ensure clients are provided appropriate FSG and adviser profiles
“Dexterous itself has become an integral part of our business.”
With the Dexterous automation framework, you can allocate automation based on user roles and teams that you can create. Set roles like Adviser, Associate Adviser or Client Service Manager and have tasks automatically assigned to them.
The Dexterous pricing model is based upon usage as we believe you should be charged for what you use. We have an initial upfront payment of only $20,000 this covers configuration to your workflow steps, data migration and staff training.
| Internal Users | 1 - 10 | 11 - 20 | 21 - 30 | Unlimited |
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| Customers | Unlimited | Unlimited | Unlimited | Unlimited |
| Workflow Steps Actioned | 200 per month | 500 per month | 1500 per month | Unlimited |
| Document Management |
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| XPlan Integration |
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| Online Forms | 5 Dynamic Forms | 10 Dynamic Forms | 20 Dynamic Forms | Unlimited |
| SharePoint Integration |
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| Dexterous CRM |
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| Ontoma Integration |
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| Zapier Integration |
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| Office 365 Integration |
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| Custom Layout |
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