VirtGate

Advisor World Front Office

Learn how Advisor World Front Office can increase your productivity and sales.

Advisor World Front Office

Learn how Advisor World Front Office can increase your productivity and sales.

Advisor World was built with the advisor in mind. It is a front-end, CRM system created to assist advisors in building client relationships and increasing their sales. Advisor World allows an advisor to stay organized, remain compliant and increase sales with ease. Advisors are able to see conversions and renewals with the click of a button; ensuring no sales slip through the cracks. The Financial Security Profile is another main feature of Advisor World. Here, an advisor can keeps a detailed record of the client in a simple and user-friendly fashion. Advisor World comes equipped with may features available in VirtGate Back Office such as a calendar for scheduling, secure email, and a log for document and journal entries. Having the two systems synchronize data keeps an office effective and cohesive.

Upcoming Conversions and Renewals

Advisor World Front Office was built to help financial advisors reach their full selling potential. We want to present users with any possible upcoming sales opportunities. In Advisor World Front Office, the user will see all clients with upcoming conversions or renewals, ensuring no sales slip through the cracks. With the click of a button, the advisor will have full access to their client’s file and accounts. This quick and easy process saves time and allows the advisor to focus on their upcoming sales.

Built-in Financial Security Profile

Compliance is one of the biggest issues the financial industry faces today. In Advisor World Front Office, we understand the importance of keeping detailed client records. Think of our Financial Security Profile has a robust KYC. With the click of a button, you can fill in as, much or as little, information as you wish on your client and it will be saved directly against their record. You can conveniently make changes and update the Financial Security Profile at any time, on a computer or mobile device.

Secure Email & Client Correspondence

Sending confidential documents is made easy through VirtGate’s secure emailing system. All emails sent through our secure emailing system are encrypted, ensuring they stay protected, private, and compliant. Any emails sent through Advisor World Front Office will automatically be saved directly to a client’s profile, making maintaining organized client records effortless.

Fees

Advisor World Front Office is currently included in the price of VirtGate Back Office. To learn more about the fees associated with VirtGate Back Office, please visit the VirtGate Back Office fees section.