MARKETING CENTER
AdvisorAccess™ manages a unique set of sales tools for individual insurance companies, broker-dealers or banks. Combined with the Compliance Engine and Wealth2K®’s industry-leading consumer sales presentations and marketing tools, advisors have access to a managed set of compliant and effective sales tools.
REAL-TIME REPORTING
AdvisorAccess provides detailed activity reports showing current user information and illustration activity. Transmitted daily and available in a variety of formats, this activity reporting enhances compliance and the monitoring of agent productivity. Illustration activity reports also include links to PDF files for each illustration run by advisors.
ADVISOR Micro Sites
To upgrade the consumer-facing browser experience AdvisorAccess™ dynamically generates personalized consumer-facing web sites for each advisor to share with prospects and clients. These sites offer streaming video presentations 24/7 and for the consumer’s convenience include an email link back to the advisor.
MULTIMEDIA PRESENTATIONS
AdvisorAccess™ provides informative, engaging and compliant presentations reducing printing and distribution costs and dramatically increasing advisors’productivity, effectiveness and customer retention. Consumers can educate themselves on your products without having to procure, print and read brochures.
ILLUSTRATION ENGINE
AdvisorAccess™ houses a variety of illustration systems including the illustration used to support The Income For Life Model™ program. The engine can be customized to meet the specific needs of any financial institution.
COMPLIANCE ENGINE
AdvisorAccess™ is capable of handling complex compliance requirements. Content management is available at the end-user and organization levels. The system is even capable of dynamically generating required disclosure language into streaming video presentations.
EXTERNAL SYSTEM INTEGRATION
AdvisorAccess™ can receive secure posts from third-party systems. Organizations which have invested in existing proprietary web sites may allow their users to seamlessly login to AdvisorAccess™. In advanced cases, integration can be customized to allow for user data synchronization between systems.
WORKFLOW ENGINE
AdvisorAccess can handle custom workflow processes unique to each customer. This allows corporate customers to have the peace of mind that content is properly written and managed by a compliance officer in real-time.
ROLE-BASED BRANDING
On a user role basis, AdvisorAccess™ has the ability to look and behave in concert with your regional or divisional requirements. The look, feel and functionality can be customized per your company’s specific needs.
ACCOUNT MANAGEMENT
Corporate customers of Wealth2K® have access to real-time user management of their advisors. They can view user accounts, review compliance disclosures, modify user information and enable/disable users.
