Advisor Advantage™ is a specialized solution for financial Planners, investment advisors or insurance professionals who provide valuable financial advice to high-net-worth individuals or companies.

Today, financial professionals are faced with differentiating themselves and their investment products and services in a highly competitive market. Advisor Advantage™ provides a tool that addresses the most critical needs for effective and efficient sales and servicing operations. More effectively managing these complex business relationships will help financial professionals reach their business objectives of becoming more productive, efficient and profitable.

	Advisor Advantage™ tracks complex relationships among companies and contacts important to your business: individuals, households, product sponsors, vendors and more
	View investment performance at each individual level and view summary level at the household level
	Track suitability data to help target product messaging and to stay in compliance
	Automate form generation with our optional forms module or integration with LaserApp
	Drive opportunities by automating activities such as follow-up calls, renewals, letters and literature fulfillment
	Track investment and portfolio performance information
	Integrate seamlessly with Microsoft Outlook contacts, calendaring and MapPoint to help maximize route and travel planning
	Send personalized communications to clients or prospects or groups of contacts using customized HTML e-mail templates or Microsoft Word letters
	Leverage centralized literature fulfillment for your investment products
	Track all your inbound and outbound communications to and from clients, prospects and vendors to help minimize risk around compliance issues
	Integrate with your back office/accounting system, document imaging systems or other key systems utilizing our open .Net architecture
	Access your data from mobile handheld devices such as PocketPC and BlackBerry
	Accurately analyze the revenue potential and probability of closes in your pipeline
	Segment key data using dynamic groups and queries to access real-time, pertinent data for your business
	Use integrated reports to gauge effectiveness of practice management
	Define and receive automatic alerts on pending opportunities based on business conditions you define
	Leverage a centralized library for investment product information, selling agreements, templates, FAQs or marketing materials