A referral is about to reach out.
The financial advisor CRM that runs your whole practice - meetings, plans, and billing on one household record.
Genaya helps financial advisors keep referral inquiries, discovery meetings, annual reviews, advisory agreements, the client portal, and fee billing in one structured workflow.
One advisory day, from inquiry to invoice
Follow a single Tuesday at an advisory practice that runs on Genaya. Every moment below is the same platform and the same household record - no tool switches, no re-keying client data.
A referral inquiry lands
A couple the Whitfields sent over fills out the work-with-us form before the market opens. The inquiry arrives structured - who referred them, where they are on the road to retirement, what they need help with - and lands in your pipeline as a real lead, not a sticky note on your monitor.
Discovery books itself
You open the inquiry, pick Thursday at 1:30, and Meredith gets the invite with a video room link attached. No phone tag, no "what times work for you?" thread - the discovery meeting exists before your 10:00 portfolio review.
The pipeline moves
Paperwork clears through the morning. The Chen 401(k) rollover slides from Proposal out to Ready to onboard, the advisor on the household gets pinged, and the whole practice sees the same pipeline - nobody asks "did the Chens ever sign?" at the Monday meeting.
The agreement gets signed
On the discovery call, the advisory agreement is already in the portal. Meredith walks the fees line by line - plan, advisory, tax add-on - taps approve, and signs with a finger. A $10,000 first-year engagement opens while everyone is still on the call.
The retainer bills itself
The Whitfield quarterly planning retainer goes out on schedule without anyone touching it - same amount, same household, pay link included. Nobody reconciled a spreadsheet to make it happen, and nobody had to ask a client for a check.
The portal answers first
Robert logs into the portal, checks the retirement projection, and pulls the Q3 progress report himself - then books December's review while he is in there. No 4:55 PM "can you resend that report?" email. You see every touch without a single interruption.
The practice, at a glance
The market closes and the office winds down. The dashboard shows what the practice actually did - households served, reviews held, fees collected - on one screen, with nothing left to reconcile before tomorrow.
Every household, meeting, and fee on one record.
Inquiries, discovery meetings, signed agreements, the client portal, and billing share the same household record - so advice and operations never drift apart.
Genaya gives financial advisors one practice system from first inquiry to paid invoice.
With household records, meetings, agreements, the client portal, invoices, and reporting connected, advisory practices keep the full client relationship visible end to end.
See how it worksEvery household on one record
Spouses, referral sources, meeting notes, and agreements stay visible from first inquiry through every annual review.
Meetings and reviews run themselves
Discovery calls and review cadences book with video rooms and reminders attached instead of living in email threads.
Billing follows the plan
Plan fees, retainers, and invoices stay anchored to the same household record the advice already lives on.
An advisory pipeline with meetings, agreements, and billing on the same household record.
This view maps how Genaya can support an advisory practice from referral inquiry through discovery, onboarding, and fee billing.
The modules advisory practices run on
Each capability ships inside Genaya - one login, one record, no integration project.
Household and client records
Track spouses, referral sources, planning topics, and the full engagement history in a single client layer.
Inside GenayaClients + CompaniesReview scheduling with video rooms
Book discovery meetings and annual reviews with invites, reminders, and a video room attached automatically.
Inside GenayaSchedule + RoomsSigned agreements and fee billing
Send advisory agreements for e-signature, then bill plan fees and recurring retainers with pay links included.
Inside GenayaEstimates + InvoicesA client portal that answers first
Clients pull reports, review projections, and request meetings themselves - every touch logged on the household.
Inside GenayaClient PortalRun tomorrow on Genaya.
Book a walkthrough to see how Genaya supports referral intake, discovery meetings, signed agreements, the client portal, and fee billing in one platform.