Advisor World Front Office
Learn how Advisor World Front Office can increase your productivity and sales.
Advisor World was built with the advisor in mind. It is a front-end, CRM system created to assist advisors in building client relationships and increasing their sales. Advisor World allows an advisor to stay organized, remain compliant and increase sales with ease. Advisors are able to see conversions and renewals with the click of a button; ensuring no sales slip through the cracks. The Financial Security Profile is another main feature of Advisor World. Here, an advisor can keeps a detailed record of the client in a simple and user-friendly fashion. Advisor World comes equipped with may features available in VirtGate Back Office such as a calendar for scheduling, secure email, and a log for document and journal entries. Having the two systems synchronize data keeps an office effective and cohesive.