The Operating System For Modern Financial Professionals

The Operating System For Modern Financial Professionals

The Operating System For Modern Financial Professionals

Unify client management, compliance, workflows, and document storage in one secure, easy-to-use solution.

Effortless Client & Prospect Management

Client Dashboard

Easily view and manage all your clients from a single, organized dashboard. Instantly access client details, recent activity, and key metrics.

Advanced Search & Filtering

Quickly find the right client or prospect using powerful search and filtering tools—by name, status, or custom attributes.

Prospect Management

Build and organize your pipeline with dedicated prospect lists. Track engagement and move prospects through your sales funnel with ease.

Client Activity Tracking

Capstone AI For Advisors

Monitor client interactions and stay on top of important updates, ensuring you never miss a follow-up or opportunity.

Compliance & Identity

License Management

Add, track, and renew your professional licenses. Receive automated reminders before expirations to stay compliant and avoid disruptions.

Appointment Tracking

Log and manage appointments with carriers, keeping your compliance records up to date and easily accessible.

Continuing Education

Record and monitor your CE credits, so you always know where you stand with ongoing education requirements.

Built For Organizations

Capstone AI For Clients

If enabled, manage your team’s roles and permissions, ensuring everyone has the right access and oversight.

Workflow Builder

Design and implement workflows tailored to your business processes. Standardize how tasks are completed and ensure nothing falls through the cracks.

Task Assignment

Assign tasks to yourself or team members, monitor progress, and keep everyone accountable from start to finish.

Process Automation

Automate routine steps in your workflows (where available), saving time and reducing manual effort.

Basic

$150

per firm/month

Up to 30 sold policies per year

Access to life products

Up to 20 brokers

Limited Capstone AI usage

Pro

$500

per firm/month

Up to 50 sold policies per year

Access to life and annuity products

Up to 60 brokers

Unlimited Capstone AI usage

Enterprise

Contact Us

Custom sold policy limit

Full platform access

Custom broker limit

Unlimited Capstone AI usage

Built for those looking to reimagine their practice

Built for those looking to reimagine their practice

Column is the all-in-one platform for modern financial professionals.

Column is the all-in-one platform for modern financial professionals.

For Individual Professionals

For Individual Professionals

Column helps you stay organized, compliant, and efficient by unifying client management, compliance tracking, workflows, and document storage in one easy-to-use platform.

Column helps you stay organized, compliant, and efficient by unifying client management, compliance tracking, workflows, and document storage in one easy-to-use platform.

For Organizations

For Organizations

Column empowers your entire team to collaborate, manage compliance, and securely share information with centralized tools designed for scalable, professional operations.

Column empowers your entire team to collaborate, manage compliance, and securely share information with centralized tools designed for scalable, professional operations.

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All right reserved © 2025 Column

Made with ❤️ in NJ and CA

Logo

All right reserved © 2025 Column

Made with ❤️ in NJ and CA

Logo

All right reserved © 2025 Column

Made with ❤️ in NJ and CA