Advisor Management Software for the Financial Services Industry. Everything you need to manage your advisors anytime, anywhere.
- Integrate with Finra CRD for License tracking and checks for both securities and insurance
- Manage the full rep hierarchy including Branch info, admin assistants, multiple rep numbers, and unlimited split rep groupings.
- Document tracking (i.e. Advisor Agreements)
- Track Rep personal accounts and activity
- Termination Workflows
- Advisor Ticket management – Reps can submit requests via their CRM login or by email
- Prospective Advisor tracking and management using the full power of the Salesforce.com platform
- Advisor Onboarding workflows
- Integrates with Marketing apps like Pardot, Marketo, and Act On
Partner CRM Platform
- Provide your advisors the power of Salesforce.com to manage their relationships with their clients and prospects
- Can be customized to your advisors exact specifications.
- Built on the Salesforce Partner Community platform that allows you to communicate with your advisors quickly and securely.
Management Reporting / Dashboards
- Home Office Consolidate View of all advisors AUM, Production, and Compensation (some additional modules may be required)