The platform built to keep every advisor present — not spread thin.
Cadence holds every client profile, every showing, every follow-up in one place — so nothing about a client's biggest financial decision ever gets forgotten, dropped, or rushed.
A real workflow, start to finish.
Watch Cadence walk through one client's day — from an open task in the morning to what that client sees on their own end.
Everything a client relationship needs, held in one place.
Client Profiles & Communication History
Every detail and every conversation, remembered and searchable — so no relationship ever starts from zero.
Listing Launch Checklist & Timeline Generator
Every listing starts from the same repeatable, complete path to market — nothing left to memory.
Showing Feedback Tracker & Communication Hub
Feedback captured and transcribed the moment it happens, not recalled secondhand later.
Staging & Under-Contract Checklists
Nothing about a transaction depends on any one person's memory of what's left to do.
Client-Facing Seller & Buyer Portals
Clients see their own process, in real time, without needing to make a phone call to check.
Cadence was built to solve one advisor's problem — before it was ever a product.
Subscription, per advisor or per office.
Built for individual advisors and rolled out across brokerages — see current pricing, or talk through a pilot for your office.