No more copying and pasting information from place to place.
No more BCCing some hidden CRM inbox on client emails.
Just set up your data sources and we'll handle the rest.
Persona finds the identifying information in every data sync to automatically link and update new information with your existing client records.
Get updates on stories that matter to you, right in your inbox.
News stories contextualized to your clients and practice.
Quickly identify client exposure to major market events and take proactive steps in communicating with your clients.
Automated permissioning based on your custodian rep-codes.
Easily share contacts, notes, and other client records.
Admin view for easy insight into your entire practice.