Statosphere trial
The CRM built for retirement income firms. Try it on a real-looking book.
Statosphere runs your appointments, pipeline, seminars and client service in one place. Spend three days as the lead advisor of Summit Ridge Wealth and see how your week would feel.
Your own copy of a working firm. About 80 households, a full pipeline, recorded meetings and dinner seminars, dated so today is today.
Meeting recaps that write themselves. Summaries, action items and the record updates a meeting suggests, ready to review.
Ask your book a question. Who has an RMD outstanding? Who has gone quiet? Get the answer, not a report.
Nothing leaves the trial. No email, text or calendar invite is ever sent. Click anything.