Advisor Workbench – Web-Based
This web-based portal provides dedicated workspace where advisors can work on client accounts and also find comprehensive information about their current and historical sales and compensation performance. The advisor can mine, view and extract information that is critical to service their clients and to appraise the value of their practice. This is accomplished through a reliable “up-time” environment that is intuitive and requires minimal training. The portal provides everything needed to run a financial services practice through one platform.

The portal also provides support staff and management with the tools to process, view and edit transactions as well as client, product, carrier and advisor data.

How it Works
The portal is for home office support staff, managers and advisors.
  • Integrated with your corporate intranet.
  • Includes single sign-on via SAML 2.0 for a seamless advisor experience.
  • Can white labeled with your firm’s color palette and graphics/logo.
  • All tools are entitlement driven and can either be made available or hidden.
  • Delivers sales, commissions, news, alerts and earnings content to your advisors on one window pane.
  • Includes report archive for historical earnings and commission statements.
  • Includes performance charting for revenue and assets under management.
  • Easy access to their book of business to seek out additional sales opportunities.
  • Can be extendable to allow their support staff to do business on the advisor’s behalf while protecting information they do not want shared.
  • Leverage data scrubbing already done for commissions.
  • Capture a 360 degree view of your firms assets.
  • Drill through carriers, products and clients.
  • Trend asset growth.
  • Break out and measure Advisory Business.