4ID Business Guidance System for Advisors

Monitor, Predict, and Recommend with the 4ID Business Guidance System that delivers everything advisors need in one seamless platform.

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Partnering With You to Deliver Impactful Financial Advice

AI-driven Advisor Insights and Guidance

The 4ID Business Guidance System delivers everything advisors need, allowing you to Monitor, view Predictions, and make Recommendations all from one seamless platform. From vendor diversification to client demographics, you’ll have instant access to the data that drives informed decisions. Stay ahead with early warnings on potential risks, leverage cash flow analysis to monitor performance, and use client and industry benchmarking to see where your clients stand. With predictive analysis and monthly client snapshots, you’re always prepared to offer proactive guidance.

Key Features

Navigate your clients' challenges with confidence

With features like the financial distress indicator and AI-driven advisor insights, you can navigate challenges with confidence, ensuring that no detail is overlooked!

Business Guidance System for Advisors

4ID Business Guidance System Benefits

The 4ID Business Guidance System doesn’t just analyze your client’s data – it transforms it into a dynamic, predictive guidance system tailored to their specific needs – all built on the powerful combination of Codified Wisdom and AI.

Help More Clients

Monitor and Predict from a single viewpoint, increasing capacity

Grow Your Team

Upskill current and new team members, working with live client data, creating real world simulations

Save More Time

With aggregated data in one interface, identify opportunities to guide clients toward success, all in a simple, easy to use tool

Bigger Impact

Know who to help and when with personalized guidance – and do it all in a proactive manner that keeps your clients staying ahead

Boost Productivity Without Added Stress

With the 4ID Business Guidance System, your team can accomplish much more in less time. The AI-powered platform automates routine tasks, allowing advisors to focus on delivering high-value interactions. More time is spent advising clients, and less is wasted sorting through information—leading to enhanced productivity and client satisfaction.

Targeted Solutions For Every Client

The 4ID Business Guidance System’s Targeted Solutions feature allows you to analyze your client base in-depth—by industry, size, or location—helping you deliver solutions that are tailored to their specific circumstances. You’ll know exactly what your clients need at the right time, ensuring that every piece of advice is relevant.

Impact Guidance To Focus On What Matters

The 4ID Business Guidance System eliminates uncertainty with its Impact Guidance feature, which analyzes client data to identify the top three high-priority projects. You’ll have actionable insights before even contacting the client. As conditions change, the system updates recommendations, ensuring you deliver optimal advice every time.

Guided Upskilling For Your Advisors

Prepare your team for success with the 4ID Business Guidance System’s Guided Upskilling. This feature evaluates AI-generated recommendations and enables advisors to collaborate with senior leaders on custom solutions. Staff can learn continuously, acquiring the right skills before engaging clients, ensuring they are fully equipped for every meeting.