Compliant client engagement for the modern advisor

What is GreenRoom?

GreenRoom is a compliant client engagement platform tailored for RIAs. It provides advisors a secure, intuitive space to deliver content, foster connections, and build community with the new generation of advice clients.

Why GreenRoom?

Clients prefer digital communication, frequent updates, and captivating content. GreenRoom bridges the gap to your clients with a social platform, allowing you to connect with clients consistently and directly in a familiar format while cultivating a tight-knit investor community to enhance retention and drive growth.

What devices are GreenRoom available on?

GreenRoom is available on iOS and as a mobile and web application.

Is GreenRoom for individual advisors, or entire RIA firms?

GreenRoom serves both, offering flexible solutions for individual advisors and entire RIA firms. It includes enterprise options for deploying a fully rebranded app.

Will GreenRoom integrate with my CRM?

GreenRoom integrates with major wealth management CRMs by syncing engagement data and optionally allowing clients to initiate service requests.

Supported CRMs are Salesforce, Wealthbox, Redtail, and Practifi.

What does GreenRoom cost?

GreenRoom is provided to your firm’s staff (Business Users) for a low monthly platform fee. Platform Users have elevated permissions to manage and moderate your GreenRoom.

Your clients (Community Users) are paid for by your firm monthly, only on months they interact with the service.

Business User: $10/month

Community User: $1/month (on months logged in)