Features
AI-powered client reporting and summaries
Portfolio performance analysis with benchmarking
Automated compliance document generation
Client communication drafting (emails, memos)
Market news aggregation and personalization
Tax-loss harvesting suggestions
Rebalancing recommendations
Multi-currency portfolio support
Audit trail for AI-generated outputs
Integration with major custodians and CRMs
AI writing assistant for appeals and emails
Conversational reporting via natural language queries
Customizable donation forms with recurring gifts
Event management with online registration and ticketing
Text fundraising (SMS donations)
Grant management with basic tracking
Membership management with monthly billing option
Volunteer management and AI-powered scheduling
Marketing email builder and automated journeys
Reporting and analytics dashboards with personalized tiles
Data management: NCOA and duplicate matching
Major gifts guidance and tracking
Mobile app for fundraisers (iOS/Android)
