Features
BUSINESS VIRTUALIZED
Virtual Assistance
Whether you need to meet the unique demands of the pandemic or your lifestyle does not require going into the office every day, AdvisorBranch® can help you adapt and provide the flexibility to operate virtually, while still growing your business and helping your clients.
EMAIL AUTOMATION
Reinforce Relationships
The email automation nurtures prospects and clients using automated emails to keep them engaged with built-in email templates, campaigns, and tracking.
CLIENT PORTAL
Client Experience
The client portal enhances your client experience by providing 24-7 access to their overall financial profile and retirement goals.
MARKETING PROGRAMS & SALES SYSTEMS
Content & Education
The platform provides access to proven sales scripts, processes, and training materials developed and used by top working financial professionals in the industry.
REPORTING & ANALYTICS
Data-Driven Decisions
The platform analyzes performance, giving you insights to optimize your sales and marketing strategies.
HOUSEHOLD RECORDS
Contact Management
The household record provides a quick and easy-to-view snapshot of the overall household profile including events registered, opportunities, accounts, and documents.