Features
Everything you need to run your practice
Licensing, documents, AI, workflows, and CRM — built for the compliance-heavy reality of running a financial practice.
Know every client, every time
Full profiles, activity history, and a pipeline built around financial relationships — not just contact records.
- Client and prospect organization with clear status
- Activity history to keep follow-ups tight
- Connected to workflows, documents, and calendar
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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 uploaded documents — so responses are grounded in your practice, not the internet.
- Answers cite the exact source they came from
- Ask anything: CE rules, policy terms, carrier requirements
- Agents for focused, structured 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...
Licenses and appointments, always current
Stay ahead of expirations and carrier appointments with visibility, renewal tracking, and proactive alerts.
- Renewal visibility and expiration alerts
- Carrier appointment tracking
- Built for audit-ready operations
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Life & Health — CA
NPN: 1823764 · Expires Mar 2026
Series 65 — TX
NPN: 9841023 · Expires Jun 2025
P&C — FL
Carrier appt · 4 active
⚠ Series 65 renewal due in 48 days
Turn process into a system
Onboarding, renewals, follow-ups — build repeatable workflows so your team executes consistently without dropping anything.
- Clear next steps and ownership per workflow
- Built for recurring, ongoing processes
- Keeps work connected to clients and documents
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Client Onboarding
4 of 6 stepsLicense Renewal — Sarah T.
2 of 4 stepsAlso included
Supportive capabilities that round out the day-to-day.
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.
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.