AirSend for Financial Advisors

See how your business can benefit from an all-in-one client communication tool to help you build better client relations.

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Keep Everyone In the Loop

Have seamless conversations in private Channels with clients, analysts, and partners.

Share and Organize Anything

Securely share, receive, and organize everything from portfolio reports to identification proofs using AirSend’s powerful messaging and file management system.

Complete Your To-Do

Create actions like “Send portfolio update” and “Collect tax planning documents” with automatic reminders so you can do every single thing on your task list quickly in one place.

Find Everything Fast

Find channels, people, messages, files, and actions in seconds. Never waste time searching for emails, lost files or forgotten details again. Everything is just a click away.

Create a Guidebook

Easily record and access key information like client birthdays and investment targets with a built-in wiki for easy reference.

Works with Email

Clients, analysts, and partners can receive and reply to your messages through email, as well as send files to the channel via email. They don’t need an AirSend account.

Growing your advisory business doesn’t have to be complicated. AirSend helps you simplify your work so that you can focus on what’s important.

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How AirSend can help you grow your financial advisory business?

If you want to build your business as a financial advisor, you need to implement every advantage possible. As the fintech landscape continues to progress, financial advisors who use technology to work with their clients are the ones who will thrive in the current economy. However, from CRM tools to financial planning software, the number of tech tools for financial advisors that exist can be overwhelming. AirSend can help.

An all-in-one tech tool for financial advisors to work with clients, AirSend lets you have conversations, securely share files, complete tasks, and keep track of your clients in one space.

  • Stop wasting precious time looking for conversations and portfolio reports with a powerful file management system and searchable archive of all your messages and files.
  • Get a clear view of your entire business, including new messages from clients, open tasks, and files all in one place.
  • Stay organized and build strong client relations with ease with secure file sharing, messaging, and task tracking.

Connect from anywhere

AirSend is available across all your devices: web, desktop, and mobile.
Connect and get work done from your office, home, and on the go.

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Have conversations, share files, complete tasks, and get work done in one space.

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