It was very easy to set up and felt very intuitive. I love having all the plugins and tools we already use daily in one place, which makes the overall experience more cohesive for our clients.

the client side interface is simple, clean and aesthetically pleasing. It's also very easy to manipulate quickly which is a big plus!

I use Assembly for my financial planning firm, and what's really great is the client onboarding process. I'm able to assign immediate tasks that remind clients to fill out their financial planning questionnaires, ensuring they don't forget. I can also assign onboarding tasks, like reading documents or finding account statements, which streamlines and makes the process fluid. It makes it easy for clients to check off tasks. I also really like the features that allow me to customize and add ways for clients to log in and set up appointments with me. I can add different sections for booking appointments, and clients can access their financial planning questionnaires directly from the platform. The ability for clients to access anything they need, including external links directly from Assembly, is very helpful.