What if your CRM system actually did what it needed to do? Now, there's a true CRM system that creates powerful consolidated reports, manages multiple businesses, and sets up marketing campaigns that do the work for you.

Introducing the Consolidated Advisor. It's a fully web-based system that has changed the game for advisors, including:

• Consolidated Reporting – In one financial statement, you can combine all insurance, investment and tax information (depending on your business). This powerful report updates policy value changes on fixed annuities quarterly and on investments daily!
• Segregate your businesses – Easily stay compliant. For example, say you sell insurance, manage assets and have a tax business. The system codes your clients depending on their business. It's CRITICAL in case of auditing because the regulators (state or FINRA) only need to see what they need to see. This is an exclusive compliance feature! This is the only CRM system that segregates like this.
• Marketing Campaigns – Envision the possibility of grouping together insurance clients and entering them into your own, designed marketing campaign (newsletters/emails/direct mail/phone calling). Pick any type of group – everyone with a specific policy, or those clients with underperforming funds – you can now pull clients with that fund and market to them.

This just scratches the surface...

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