One platform that allows you to create a CIM, share it with your NDA, and maintain your esignatures and contacts' information. All at an affordable price. While many brokers and advisors use an assistant, this software removes the need for a human to create a CIM. Using AI, all you have to do is input your notes and the business's website, and let Cimshare do the rest for you. Try for free! 

eSignatures
SDE Analysis with AI
CRM features
PDF downloads
Branded subdomain url
Password protection
Custom urls on share links
Branded PDF settings
Branded eSign settings

BrokerVault.ai

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