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| Feature | ||
|---|---|---|
| Rating |
3.7
|
3.0
|
| Reviews | 9 | 3 |
| Category | Payment Processing | Payment Processing |
| Description |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips. |
| Website | https://www.goldenbasis.com | https://www.meetthyme.com/ |
| Positives |
"Easy onboarding process. Everyone picked it up quickly."
Dr. Mike Lesch - 5/5
|
"Clean UI and powerful features. Exactly what we needed."
Dahlia Stark - 4/5
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| Negatives |
"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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"Not quite what we expected. Lacking some key features."
Ms. Julie Reynolds - 1/5
|
| Details | View Full Review → | View Full Review → |