Our proprietary indexing & prioritization algorithm is the cornerstone of the Wealth Kitchen relationship OS. We start by scoring each client and the associated to-dos, alerts and actions by attaching a "why" and "who" using a combination of value: AUM or billable revenue, wallet share potential, etc. as well as the stickiness or relative churn risk of your relationships. The result can be as simple as dramatically enhancing the way client lists are displayed in a hub system such as CRM (or start your day with our simple & elegant, non-overwhelming dashboard).

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This logic is seamlessly layered across installed software applications so that workflows are unified and deliberate, empowering users to navigate the inevitable speed bumps & issues from relying on a full suite of horizontal and business-specific tools. And anything you spend valuable time on - or prioritize vis a vis the Wealth Kitchen platform - gets automatically pushed to and recorded in CRM, so you don't have to waste time at the end of a day/week manually logging touchpoints or client relationship data.