Tandem’s 1-Click Review feature gathers data across financial planning and portfolios, instantly generating reports for comprehensive client conversations. Tandem also synchronizes client records across investments, insurance and more to offer a unified household view. 

With easy access to common financial planning tools like eMoney and MoneyGuidePro^®, Tandem makes planning faster, more accessible and instantly aligned with CRM data—eliminating the need for costly custom integrations. 

Tandem’s advanced generative AI tools tackle repetitive tasks and infuse efficiency into the advisor workday. Actions are automatically logged and audit-ready to meet SEC and Reg BI requirements, reducing risk.