Canorit for Professionals
Canorit Pro provides insights into a whole set of portfolios, with detailed settings to help automate management and communication with clients.
Automate communication with portfolio owners
Canorit helps automate and keep track of the communication with your clients. All your management from a single control center.
Client touchpoints history
When managing hundreds of client portfolios, clear communication becomes challenging. Using Canorit, you will always be aware of where you left the communication last time, so you can pick it up and seamlessly continue.
Live access for your clients
Canorit enables you to offer full visibility and control to your clients. They will see what you see.
This feature is currently in beta. Once you sign up you may join the beta program and try it out.