Daily workflow
Know when someone reaches out.
New inquiry details reach your team by email, so an advisor can follow up while the question is fresh.
Sample firm
Stay on top of every lead.
DomePortal™ is lead management for financial advisors, with every website inquiry in one place so your team can log follow-up and spot anyone waiting.
See what’s possible with a free homepage design before you commit.
Sample firm
On this page
Inquiry sources
Bring your firm’s inquiries together.
Your connected website forms and completed DomeChat™ submissions appear in the visitor’s own words. Your team can add or import others, such as referrals from professional contacts, and review every inquiry in a single list.
Sample firm
See whether an inquiry fits your firm.
Read each prospective client’s answers, like the service they need or their timeframe, so your team starts the conversation with context.
Your firm reviews each inquiry and decides who is a fit.
Explore DomeChat™Sample firm
See where every inquiry stands.
Record replies, notes, and contact status in DomePortal™, so advisors and staff can see what’s happened and agree on what to do next.
Sample firm
Setup
Inquiry follow-up built around your firm.
Once your intake sources are connected and the right people have access, we agree who gets alerts, so whoever replies to a prospective client has the full inquiry in front of them.
Inquiry sources
We set up your intake sources so each inquiry reaches your DomePortal™ in a consistent, readable format for your team’s review.
Team access
Advisors, assistants, and operations staff get the access they need, so everyone works from the same inquiry record.
Email alerts
We confirm who receives new-inquiry emails, such as an advisor and their assistant. Each submission is kept in your portal as well.
Plans with DomePortal™
Website inquiries stay organized in your firm’s DomePortal™ for advisors and staff.
Where your other tools take over.
Your CRM
Your CRM stays your CRM.
Redtail, Wealthbox or Salesforce Financial Services Cloud keeps your client records. DomePortal™ holds new website inquiries until your team picks them up.
Fit
Your firm decides who fits.
You see what each prospect wrote, like retirement income or a business sale. DomePortal™ doesn’t score prospects or check them against your minimums.
Referrals
Referrals belong here too.
When a CPA’s office or an estate planning firm sends someone your way, add them by hand or by CSV. Then every new conversation sits in one list.
Answers from your financial advisor website chat land in the same list. To see a contact page we built for a real CPA firm, read our work for NRACPA.
FAQs
Questions advisors ask about DomePortal™.
Sources, alerts, your team and the tools you already use.
Supported website forms and completed DomeChat™ conversations save the prospect’s own words. Forms work on every plan, and DomeChat™ starts with Professional.
Your team can add anyone else by hand or by CSV import, such as a prospect referred by a client.
See what each plan includesThe people your firm picks, for example an advisor and an assistant. Each alert holds the inquiry and a link to the record. If the prospect left a valid email address, you can reply from your inbox.
DomePortal™ access and alerts are separate settings. Giving a new associate advisor access doesn’t add them to alerts.
Not today. New-inquiry alerts go by email to the recipients your firm chooses, and every inquiry is also saved in your DomePortal™.
Yes. Anyone with access to your firm’s DomePortal™ can add notes, change contact status, and archive or restore records. Owners and admins decide who has access.
After an advisor calls or emails a prospect, someone updates the record. DomePortal™ doesn’t see those conversations on its own.
From Growth, DomeBook™ keeps booked introductory calls, guest details and booking answers in its own section of your DomePortal™. They aren’t merged into the inquiry list.
Explore DomeBook™Not automatically, and no integration is assumed. Professional includes integration planning for your firm’s tools, and Enterprise a custom scope. Any connection is checked for what it supports and agreed with you first.
See how the products fit together