Automate every process,
simple to complex.
A 13-state engine with multi-level review and co-applicant support — built for how advisory firms actually work.
Operational depth, not a task list
Experivise isn't a kanban board wearing a wealth-management skin. It's a real state machine that captures real advisory work.
13-state lifecycle
The most comprehensive workflow engine on the market. Draft, Assigned, In Progress, In Review, In-Correction, Approved, Final Review, Final Approved, Gathering Signatures, Completed — and more.
Multi-level review
Two-tier approvals (reviewer + final reviewer) let ops and compliance each sign off without email chains or spreadsheet trackers.
Co-applicant support
Households, joint accounts, and spousal signers work exactly the way they do in real life — not shoehorned into a single-signer model.
13 states. One engine.
The most comprehensive workflow state machine on the market — purpose-built for how advisory firms actually review, approve, and complete work.
Every workflow template defines exactly which transitions are allowed. Multi-level review, rejection-with-correction loops, and co-applicant signing are all first-class citizens.
Reusable, versioned, firm-wide
- Drag-and-drop template builder
- Semantic versioning per template
- Role-based step assignments
Comments, mentions, and audit trail on every step
- @-mentions fire email + in-app notifications
- Full audit log: who did what, when, and why
- Outstanding-work dashboard per user and per firm
See workflows in action.
30 minutes with a real advisor on the Experivise team, walking your actual operational playbook.