We put you first, so you can put your clients first.
AdvisorBranch® is a cloud platform providing an ecosystem of solutions to fully service financial professionals working in the industry.
AdvisorBranch® is your business reimagined.
Our comprehensive operating system combines all of the components of a traditional CRM with double the solutions. We provide the essential features to run your business, so you can focus on what you do best — helping your clients.
AdvisorBranch® is an operating system,
not just another CRM.
Our platform has the essential features required to grow your business.
Client Portal
Lead Appointment Generator
Virtual Assistance
Marketing Systems and Analytics
Sales Scripts
Annual Review Scheduler
Automated Text Reminders
Virtual Webinar Sales Systems
Campaign Management
Goal Tracker
Agent/Advisor Mentoring
Account Aggregator
Plus the benefits of a traditional CRM
- Contact Management
- Task Management
- Account Administration
- Activity Streams
- Automated Workflows
- Advanced Security
- Calendar Events
- Opportunity Tracking
- System Reporting
- File Storage
- Portfolio Integrations
- Desktop & Mobile App
Powerful, yet simple.
Everything has been intentionally designed by experienced and working financial professionals for a robust system with streamlined simplicity.
CLIENT PORTAL
Give your clients greater confidence with 24-7 access to all of their accounts, financial strategies, and the knowledge to help them retire with confidence.
OFFICE MANAGEMENT
Automates day-to-day office/business activities to help you easily operate your business.
BUSINESS GROWTH
A system designed to set more appointments, helping you better balance your time between sales and serving current clients.
Realize Opportunities.
Access your book of business all-in-one place and realize more opportunities to help your clients reach their financial goals.
Stay Aligned.
Align your marketing initiatives with client satisfaction efforts to grow your business using industry best practices.