Advisorfolio™ is a powerful sales tool that enables advisors to identify new sales opportunities and then qualify and quantify those opportunities to solicit clients' interest. The platform creates a virtual network connection between advisors and the market experts who can help fulfill the transactions.

Financial advisors can access market education, client prospecting and qualification capabilities, integrated sales support and program administration for a variety of profitable markets. Also, the Online Advisor enables financial advisors to directly access "best practices" market experts to participate in online sales meetings. The Online Advisor service can be structured to enable client market experts to conduct their own online broadcast support. Online Advisor subscribers can establish and support their own distribution networks online, and participate in sales opportunities with these networks through the Internet.

Advisorfolio™ provides powerful, user-controlled publication tools. Financial institutions can easily provide their distribution networks with:

Market updates and compliance information

Integrated market expertise, which can substantially expand the knowledge base of existing networks, enabling them to fulfill transactions on-line

Advisorfolio™ enables you to:

Provide a one-stop integrated sales support and educational platform

Create stronger brand loyalty

Improve the professionalism and sales results from existing distribution channels

More effectively attract new producers

For more information about McCamish Systems, please contact our Sales & Marketing group at Solutions@McCamish.com or call 800.366.0819.

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