Filter by stage. Click any system.
Choose a stage of the relationship to see which systems are working, then select one to read what it does and who touches it.
Navigate sits at the center of the stack. Nothing here is a product you license or a login you administer — we own the tooling, the integrations, and the people running them. What reaches you is the output: a proposal, a monitoring report, a warm wealth introduction, a client already onboarded.
Third-party systems are named for clarity about how we operate. Vendors change as better tools appear; the workflow they support does not.
Each layer hands off to the next.
The value isn't any single system — it's that the data from one stage is already in the next. A payroll feed built for compliance becomes the engagement trigger, and the engagement conversation becomes the wealth opportunity.
You surface the opportunity in Notion with a discovery link; the deal is created and attributed in HubSpot; benchmarking, provider comparison, and lineup mapping are produced as a co-branded proposal.
Notion · HubSpot · Apollo · Zoom · Microsoft 365Contracts and the IPS are executed, the recordkeeper and TPA implementation is run to a checklist, payroll is connected, and the plan goes live with an enrollment meeting.
DocuSign · Recordkeepers & TPAs · Payroll integrations · ZoomQuarterly fund scoring, IPS upkeep, watch-list discipline, committee materials, and annual plan and fee reviews — at the service tier set per client.
Fi360 · Recordkeepers & TPAs · Microsoft 365Group education, quarterly newsletters, monthly webinars, and one-on-ones — targeted by payroll-triggered events and balance segments, carrying your brand alongside ours.
Viserly · Payroll integrations · MoneyGuidePro · Canva · ZoomThe signals engagement produces are screened against your definition of a qualified client: qualified households route to your firm, smaller and emerging ones onboard to TrailGuide and stay tracked as pipeline.
Viserly · HubSpot · Altruist · MoneyGuidePro · DocuSignThe wealth layer is the same stack, one step further.
TrailGuide isn't a separate business bolted onto the plan practice — it's what happens at the end of the workflow. The engagement engine that drives plan outcomes is the same one that flags a rollover; the CRM that tracks the plan referral is the same one that attributes the household to your firm.
That's why no participant has to be turned away, and why a household you can't serve today stays connected to you instead of disappearing to a competitor.
You get the output, not the administration.
There is no platform fee, no seat to buy, and no system for your team to learn. Here is where the two firms actually touch.
See it running on a real plan.
We'll walk you through an actual proposal, monitoring report, and engagement calendar — the output of this stack — and show you where your firm's brand sits on each one.