ClickONE is a unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems. Built on a single data layer, it brings every part of your business into one place so you can surface insights instantly, move faster, and operate more efficiently.
| Household | Ages | AUM | Retire In | Income Plan |
|---|---|---|---|---|
| Harrington Family | 61 / 58 | $2.4M | 3 yrs | None |
| Chen Household | 59 / 57 | $1.8M | 4 yrs | Draft |
| Martinez, Elena | 63 | $3.1M | 2 yrs | None |
Advisors lose hours every day toggling between systems, chasing data, and wasting time on manual processes. ClickONE eliminates that drag. Every workflow, every client, every insight, in one place, so you spend less time managing your technology and more time doing what actually grows your business.
Your business has a score. RFG IQ tells you what it is, what's driving it, and exactly what to do next. Business intelligence, predictive insights, and AI-powered recommendations, unified across every dimension of your business, so you always know where to focus.
A centralized trading and investment workflow hub that streamlines Advisor requests and operational coordination. Execute trades, monitor model AUM flows, track asset allocation trends, and manage every investment workflow, all from a single interface that replaces manual forms, emails, and disconnected systems.
A centralized compliance workflow and visibility layer integrated into the Advisor operating experience. Advisors submit, monitor, and manage compliance workflows without leaving the platform.
The operational core of ClickONE. Business Process brings together the tools Advisors and their teams use every day, from client intelligence and workflow execution to planning, into a single connected experience that eliminates the manual overhead slowing businesses down.
A unified intelligence layer that surfaces client-level insights, segmentation, opportunities, and household data in one place, queryable using natural language across the entire book of business.
The operational backbone of your daily workflow inside ClickONE. Submit and track support requests, act on Navigator AI insights in real time, monitor trade and workflow status, and manage firm-wide activity updates, all without leaving the platform.
Too many Advisors are managing financial plans across disconnected tools: spreadsheets, standalone software, and manual follow-up that falls through the cracks. ClickONE Planning will bring goal tracking, projection modeling, and integrated planning workflows into the same platform where Advisors run their entire business, so nothing gets lost and every client conversation starts from the same source of truth.
Fee billing shouldn't require a separate system, manual reconciliation, or a support ticket every time something doesn't match. ClickONE Billing will give Advisors full visibility into fee schedules, invoicing, and revenue reporting, all inside the same platform they use to run their business, eliminating the back-and-forth that slows billing cycles down.
Too many Advisors are managing financial plans across disconnected tools: spreadsheets, standalone software, and manual follow-up that falls through the cracks. ClickONE Planning will bring goal tracking, projection modeling, and integrated planning workflows into the same platform where Advisors run their entire business, so nothing gets lost and every client conversation starts from the same source of truth.
Marketing is one of the most powerful growth levers an Advisor has, and one of the most neglected. Compliance hurdles, content bottlenecks, and the manual effort of running a campaign push it to the bottom of the list. ClickONE Marketing is designed to change that. A fully integrated, turnkey engine built for Advisors: compliant by design, client-centric by default, and built to support automated prospecting, lead management, content distribution, campaign tracking, and performance analytics from a single platform.
The average Advisor spends the majority of their day on admin, not clients. ClickONE changes that equation, giving Advisors on the RFG platform more time where it counts.
"Our client service went up dramatically. And that wasn't something we expected. Because everything was systematized, it gave us more time to really connect with people."
ClickONE integrates with the tools Advisors already use and makes them all work as one.
ClickONE isn't another tool in the stack. It's the intelligence layer that makes every system work as one.
Your whole business is a question away. Surface the right client, at the right moment, with the right context.
CRM, financial plans, portfolio data, billing, and compliance, unified into a single source of truth your whole team trusts. Built on Snowflake, RFG's enterprise data infrastructure ensures every query runs on clean, connected, real-time data.
Ranked, prioritized intelligence. Not another dashboard to check. The most important action, always at the top. And because RFG has the data, you can drill down on anything. It's not static reporting. It's a living view of your business.
Most Advisors hit a growth ceiling not because they lack clients, but because their support team is maxed out. ClickONE gives every CSA and ops person the same intelligence layer as the Advisor, so a single support seat stretches further, covers more, and delivers more without burning out or adding cost.
Use the same team to onboard, service, and grow a larger book. ClickONE automates the operational layer so every existing seat does the work of two.
Deploy the full suite of RFG services to go deeper with your existing clients. Offer tax and estate planning, cash management, lending, and a complete family office experience for your highest-value households.
Stop managing your stack. ClickONE integrates, maintains, and updates your technology infrastructure so you never lose a day to a broken integration again.
Meeting prep, performance reports, compliance checklists, follow-up notes: ClickONE handles the operational overhead that consumes hours but produces no revenue.
Add 30 to 50% more client capacity without adding headcount. ClickONE makes every team member a force multiplier, not a bottleneck.
AI that trains on your client data, your planning philosophy, and your service model. ClickONE gets smarter the longer you use it, and so does your business.
Join the Advisors who run their entire business from a single command center.
Build Your Business Without Compromise™
Time-savings and efficiency statistics reflect a combination of third-party research, vendor-reported data, and derived composite estimates based on disclosed methodologies. Derived estimates represent RFG Advisory’s reasonable interpretation of available data and are not independently audited. Individual results will vary. No representation is made that any advisor will achieve the results described. For informational purposes only; not investment advice.
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