For financial advisors & planners

Clients consolidate with the advisor they hear from.

Outside accounts, rollovers, heirs, and referrals all flow to whoever is present in a client's life, and being present takes more consistency than any advisor has hours for. AfterClose drafts personal, well-timed notes to your clients in your voice. You approve every one, and it sends from your own inbox.

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30-day free trial · plans from $19.99/mo · about 20 minutes a week

Mostclients say they'd bring more of their assets to an advisor who stays close
A fractionhear from their advisor outside the annual review, so assets drift
20 mina week is all the system asks of you

How it works

Three steps, then it runs with you

The relationships you already have hold the next decade of your growth: consolidations, the next generation, and the referrals your best clients would happily make. AfterClose turns staying close to all of them into a 20-minute weekly habit.

1

Import your client list

Upload a CSV, snap a photo of a list, or paste names from your CRM export. Smart Import builds a clean profile for every client: their milestones, their family, what matters to them.

2

Set your voice once

Paste one real message you've sent a client and set your tone and sign-off. From then on, every draft sounds like you on a good day, not a firm newsletter and not a robot.

3

Approve a weekly queue

Each week you get a short queue of personal follow-ups, each tied to a real reason. Approve, edit, or skip in one sitting. Approved messages send from your own inbox, and replies land right back with you.

What it does for advisors

Every reason a client should hear from you

◷

Annual review invitations

A warm, personal invitation to sit down together, sent when it's due, not when you finally remember. The single most valuable meeting on your calendar, booked consistently.

⚑

Milestone check-ins

A retirement date approaching, a kid heading to college, a business being sold. AfterClose remembers the moments that change a plan and drafts the check-in for you.

✉

Birthdays that feel human

Short, warm birthday notes in your own words. Small touches that make clients feel known, not managed.

◔

Market-moment reassurance

When markets get loud, a calm personal note to the clients who'll be watching the news. Being the steady voice in a rough week is how advisors keep clients for life.

♥

Referral asks, done gently

Well-timed, low-pressure notes reminding happy clients you have room for the people they care about. No scripts that undercut the trust you've built.

✓

You approve every word

Nothing sends on its own, and nothing goes out as advice. Every message is a relationship touch drafted for your review, approved by you, and sent from your own inbox.

Get started

Be present for every client, every year

Import your clients, set your voice once, and approve your first queue this week. You review every message before it sends.

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30-day free trial on every plan · plans from $19.99/mo · cancel anytime