Run your practice without the chaos.
Column keeps your licenses current, your clients organized, and your compliance airtight — so you spend less time on admin and more time with clients.
Sign up now and get started in minutes.
Works with
GoogleGoogle CalendarEverything your practice runs on
Built around how financial professionals actually work — not how software vendors imagine they do.
License & Appointment Tracking
Know exactly when licenses expire and appointments lapse. Proactive alerts mean you're never caught off guard.
CE Credit Tracking
Log credits as you earn them, see what's still needed, and hit every renewal deadline without scrambling.
Compliance Workflows
Turn recurring compliance tasks into structured, repeatable processes. Audit-ready by default, not by accident.
Document Storage
Upload, organize, and find anything fast. Preview in-browser, search by metadata, and share securely when needed.
Client & Prospect CRM
Full profiles, activity history, and pipeline tracking — everything you need to stay close to every relationship.
Workflows & Pipelines
Onboarding, renewals, follow-ups — build it once, run it every time. No dropped balls, no manual chasing.
Calendar
Meetings and tasks tied to real client work — not floating on a generic calendar disconnected from your practice.
Smart Alerts
Renewals, deadlines, and workflow updates surface automatically. Stay proactive without checking everything manually.
Practice Reporting
A clear view of meetings, workflows completed, and client activity — so you know if the practice is on track.
Client Portal
Give clients a secure, branded space to view documents, book appointments, track goals, and stay connected to their advisor — all in one place.
Integrations
Sync with Google Calendar, Gmail, Salesforce, HubSpot, and more. Column works with your stack, not instead of it.
Capstone AI
Ask questions, get answers grounded in your own documents — with citations you can verify and share.
Know every client, every time
Full profiles, activity history, and a pipeline built around financial relationships — not just contact records.
- Rich client profiles with activity history
- Prospect pipeline with clear status tracking
- Connected to workflows, documents, and calendar
app.trycolumn.co
James Morrison
Review scheduled · Sep 12
Sandra Chen
Proposal sent · follow up Fri
Thomas Reyes
Annual review complete
48
Clients
12
Prospects
3
Follow-ups
AI that works from your documents
Capstone answers questions using your own uploaded documents — so every response is grounded in your practice, not the internet.
- Answers cite the exact document they came from
- Ask anything: CE requirements, policy terms, carrier rules
- Specialized agents for focused execution
app.trycolumn.co
You
What are the CE requirements for renewing my CA Life license?
Capstone
California requires 24 hours of CE per 2-year renewal cycle, including 3 hours of ethics...
Trusted by financial professionals
Advisors, agents, and planners rely on Column to run their practice.
I used to track my clients in a spreadsheet and follow up from memory. Column gives me a real pipeline — I can see exactly where every prospect stands and nothing slips through.
We built out our onboarding workflow in Column and it changed how our team operates. Everyone knows the next step, and we're not chasing each other for updates anymore.
Having my licenses, CE credits, and client documents all in one place is the thing I didn't know I needed. My whole practice finally feels organized.
Your practice, simplified.
Join the advisors, agents, and planners who run their practice on Column.
Sign up now and get started in minutes.