Trust and Transparency, Built In
For financial advisors and firms who need to manage client relationships, track communications, and maintain compliance with a secure, centralized platform.
A Single Source of Truth.
In the financial world, what is not documented did not happen. Relying on scattered emails, notes, and files creates risk. Radley centralizes every client interaction into an organized, auditable record.
- Simplify Audits: Quickly retrieve communication histories and activity logs.
- Enhance Client Trust: Deliver consistent, documented advice and service.
- Protect Your Firm: Ensure a complete record of interactions for every client.
The Advisor Workflow
Manage the entire client lifecycle with clarity.
Onboard New Clients
Use automated checklists to gather all necessary documents and information.
Advise and Communicate
Log every interaction and track progress toward financial goals.
Conduct Periodic Reviews
Schedule and manage annual or quarterly reviews to strengthen relationships.
A Foundation of Security
Radley provides the tools you need to build lasting client trust and a scalable practice.
360-Degree Client & Household View
Consolidate all client information—contact details, households, portfolios, interactions, and key documents—into one unified, secure profile.
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Automated Compliance & Audit Trails
Automatically log every email and client interaction. Maintain a complete, time-stamped record of activities to simplify audits.
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Streamlined Client Onboarding & Reviews
Create repeatable checklists for onboarding new clients or conducting annual reviews, ensuring a consistent and professional experience every time.
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Advisor FAQs
Key information for financial professionals considering Radley.
How does Radley help me meet my compliance obligations?
By creating a single source of truth. Every client email, note, and document can be stored in one place with a timestamp, creating a clear and accessible audit trail that demonstrates diligence and transparency.
Can I customize Radley to track specific financial products or account types?
Absolutely. With Custom Objects, you can create dedicated modules for anything you need to track, from insurance policies to investment accounts and retirement plans. The system adapts to your practice.
Is my clients' sensitive financial data secure on your platform?
Yes. Security is our top priority. We use enterprise-grade security protocols, encryption, and advanced user permissions to ensure that your clients' confidential information is protected at all times.
The Modern Advisor's Playbook
A free guide to streamlining compliance, automating client management, and building a scalable practice on a foundation of trust.
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