Our platform provides Wealth Management Firms with a complete overview of their sales organization, allowing them to easily track and manage their sales team's activities. We also offer opportunities for Wealth Management Firms to utilize our platform's ability to import an entire block of business for every advisor within the Wealth Management Firm. This allows for easy identification of conversion and exchange opportunities within in-force policies.
We can structure your organization in the way that best reflects your business, whether it is set up in a "Regional" or "Free Form" setting, ensuring your organization is sharing information and generating reporting that is useful and applicable.
All your advisors in one organizational chart
See all cases being worked on across the entire organization