Confidant Features
Simple
interactions: A once-a-year conversation keeps your clients
up to date, and keeps you informed
Helps identify oversights and gaps in legal affairs, insurance coverage, or finances
Serves as an information hub in critical situations
Help
clients easily connect and share information
Clients often neglect
to communicate vital information to those closest to
them; Confidant bridges the gaps.
Adding this system to
your client relationships gives you a more complete understanding
of their situation.
Easy
to use and personalize
'Drag and drop' icons
makes it enjoyable
Use only the relevant
Items and Confidants
Add as much or as little
information as pertains to each one
Backed
by Team Confidant
Help is always available
if needed
Tips guide setup and
suggest what to do
The Confidant Team is
continually improving the service and adding new features
