DAWIE gives consultants, financial advisers, strategic planners, and advisory firms a premium client operating system for discovery calls, intake, scheduling, follow-ups, document collection, recurring reviews, and relationship growth.
Advisory Dashboard
New advisory client booked
Goals, priorities, and documents collected
Automated follow-up active
DAWIE helps financial advisers and consultants protect their time, qualify serious clients, manage complex scheduling, and track revenue opportunities from one premium advisory operations system.
Protect your advisory calendar with availability rules, time-zone alignment, consultation deposits, reminders, and structured booking flows for serious prospects.
Qualify leads before they reach your calendar with custom intake questions around goals, assets, service needs, budget fit, urgency, and advisory readiness.
Track consultation volume, engagement success, client conversion, billable hours, recurring advisory plans, and revenue opportunities in one clear dashboard.
Advisory businesses grow through trust, consistency, and structured client relationships. DAWIE manages the operational complexity behind your expertise—client nurturing, proposal workflows, scheduling, payment collection, follow-ups, and recurring relationship management—so you stay focused on delivering strategic outcomes.
Automatically follow up with prospects, inactive leads, consultation attendees, review clients, and long-term advisory relationships with professional touchpoints.
Streamline proposal delivery, service approvals, engagement confirmations, document requests, and onboarding steps without fragmented tools.
Manage discovery sessions, recurring reviews, client communications, planning workflows, advisory milestones, and relationship continuity from one premium platform.
Your expertise is valuable, but your time is finite. DAWIE gives advisory firms a refined operating system built to protect your calendar, elevate client experience, automate relationship management, and create scalable recurring revenue.