The activity platform for Baystate Financial advisors. Log the day in about a minute, see where every relationship stands, and know you are on pace — without a spreadsheet.
Calls, kept meetings, applications and revenue, recorded in one daily check-in that takes about a minute.
ii
Task accountability
Every advisor sees their own next steps. Managers see what has been completed without asking anyone for a status update.
iii
Growth and pacing
Pacing against quarterly targets stays visible all quarter — so nobody discovers they are behind in the last two weeks.
The daily check-in
Nine short screens. About a minute.
Activity level first, then the numbers — appointments, cases, production. Each screen asks for one or two figures and nothing else. No CRM fields to fill in, no free-text notes, nothing to tidy up afterwards.
