CFP or Financial Coach?

Roll out Sequence Quaestor--our Sequence solution built for Advisors--to your clients and automatically allocate your clients cash flows before they spend it.

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Receive Early Feature Access For Your Clients

Early access to the latest rollouts before they hit the wire.

Early access to latest feature roll outs
Advance notification of forthcoming features
Direct communication with Sequence Team Leaders for product recommendations

Co-Pilot Function

Collaborate with your clients to manage their cash flows

Hover over and make recommendations to your clients maps
Leave comments, fixes, and recommendations on your clients map
Message them in-portal with areas of improvement
When
Condition
If
is
Then
Transfer
out of funds into VISA card
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An example of a rule with conditional logic and IF statements in Sequence

Quaestor Toolkit

A fully-loaded kit to brandish your Quaestor credentials

Receive a customized Quaestor badge and verification
Download a Sequence 1 pager for your clients
Quaestor Cap™ shipped to your door
Access to exclusive graphics and video tutorials for you and clients

How It Works

Sequence for Advisors lets your Co-Pilot with your clients their money maps, make edits and changes, and gain a visual picture of their money flows. Learn how it works here.

Learn more

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12:34 PM • Nov 17, 2022
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“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022
Name surname
@namesurname

“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022
Name surname
@namesurname

“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022
Name surname
@namesurname

“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022
Name surname
@namesurname

“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022
Name surname
@namesurname

“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022
Name surname
@namesurname

“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022
Name surname
@namesurname

“ It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout... ”

12:34 PM • Nov 17, 2022

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