Fynancial
White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack
- RIAs
- Family offices
- Retirement plans
Client experienceCustom quote
Absolute Engagement
Client and prospect feedback platform that captures sentiment through the advice journey and flags growth opportunities
Toronto, ON, CAabsoluteengagement.comNot yet confirmed by the company
What it does
Absolute Engagement makes the Engagement Engine, software that advisory firms use to collect structured input from leads, prospects and clients at set points in the relationship and act on it. It is aimed at advisors and wealth firms that want to measure satisfaction, spot at-risk relationships and generate more referrals.
Firms choose from a library of branded, customizable engagement flows for first contact with leads, pre-meeting prospect questionnaires, post-onboarding check-ins, review-meeting agenda building (including separate input from each member of a couple), Net Promoter Score surveys, testimonial capture and referral requests. Responses build smart client profiles and agendas, feed analytics on how sentiment shifts over time or differs within families, and trigger real-time alerts; APIs and webhooks push data to other systems. In October 2026 it added Rae, an AI feature that turns captured input into talking points and follow-up suggestions.
Absolute Engagement Inc. is based in Toronto and led by founder and CEO Julie Littlechild. Pricing is not published.
Best for
- Serves
- RIAs
Features
- Configurable client and prospect engagement flows
- Net Promoter Score and satisfaction surveys
- Co-created review meeting agendas
- Testimonial and referral capture
- Sentiment analytics and real-time alerts
- AI talking points and follow-up suggestions
- APIs and webhooks
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
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