ClientGen for Enterprise
One growth engine, every advisor.
Deploy across a firm with the supervision, oversight, and access controls your home office expects — and pricing that improves as seats grow.
Compliance & governance
Built for the home office
Every message and campaign moves through controls your compliance team defines.
Approval workflows
Campaigns and templates route to supervision before launch. Pre-approved libraries let advisors move quickly inside the rails you set.
Role-based access
Permissions by role, branch, and office. Supervisors see what they need; advisors see their own book.
Complete audit trail
Every touch timestamped and attributable — who sent what, to whom, when, and under which approval.
Kill-switch authority
Any campaign, any advisor, paused instantly. Supervision is not advisory here; it is enforced.
Compliance hub for broker-dealers
A single place for your compliance team to review, approve, and evidence advisor outreach across the whole firm.
Enterprise APIs
Provision seats, sync prospects, and pull activity into your own systems for firm-wide deployment.
Security & data stewardship
The questions your security review will ask.
Client data is the most sensitive thing a firm hands to a vendor. Ours is encrypted in transit and at rest, consent and suppression are enforced at the point of use, and no firm's data is ever used to benefit another.
- Encrypted in transit and at rest
- Consent and suppression enforced at point of use
- Firm data never sold, rented, or shared
- Export to CSV or Excel at any time
- Single sign-on for firm-wide deployments
SOC 2 Type 2 certification and data-broker registration are held by the data platform powering ClientGen.
TBD — verify
ClientGen-entity certifications, pen-test cadence, and archiving partners (Smarsh, Global Relay) — confirm what ClientGen can claim in its own name before publishing.
Plays well with your stack
Already in the systems your advisors use.
Get in touch
Tell us about your firm.
Advisor count, compliance requirements, and what you are trying to solve. We will come back with what a rollout would actually look like.