Partner Portal

for Advisors

The Partner Portal is a custom CRM solution for advisor teams to capture and cultivate their leads, oversee their clients, and coordinate with other advisors. Each solution will be custom branded and include fields pertaining to how you manage your practice. 

Partner Portal Features

File library

With our CRM, you can store any file under each lead or client, or you can store any file in a library. The library allows for you to store for yourself, share with a specific person, or share to the entire team.

Multi-tier Profiling

We custom-build a profiling network to satisfy any complex organization. Each profile will be tailored to the scope of your current business model.

Custom Fields and Objects

We know each organization has a unique style. So, we customize our fields and objects for you!

Want more information on customizing your CRM portal?

Let’s talk! Schedule a time with our team using the button below.