Advisor Management Software for the Financial Services Industry. Everything you need to manage your advisors anytime, anywhere.



Advisor Management

  • 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 platform
  • Advisor Onboarding workflows
  • Integrates with Marketing apps like Pardot, Marketo, and Act On
Partner CRM Platform

  • Provide your advisors the power of 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)


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