VirtGate

What We Offer

We offer a wide range of data management solutions for any size financial firm. Take a look at what solutions VirtGate can offer you.

We take pride in our services always remaining cost-efficient and effective. We are always working to incorporate new and innovative methods to boost our clients’ opportunities and profitability.

We are proud to offer both a back and front office system. Both of these systems are web-based and synchronize with each other. For a company’s back-office, we offer Classic VirtGate; a management system to handle all the inner workings of a successful brokerage.

For advisors and brokers in the front office, we have Advisor World, which was built with the advisor in mind. Advisor World is a user-friendly way to keep an advisor compliant and reaching their full selling potential.

VirtGate Back Office

VirtGate Back Office is a data management system used to process wealth and insurance business. It is a place to manage obtained documents, set reminders, run reports, log notes and client correspondence, and keep a proper client or investment record. Processing funds through VirtGate is quick and automated through FundSERV. There is no extra cost beyond the FundSERV transmission fees. Buy, sell, and switch orders can be placed through VirtGate and the client files, transactions, and commissions will automatically be importing and updated. VirtGate is also able to accept and support data integration from a wide variety of carriers and other management systems. We make the process of importing or exporting your data seamless, so you can save time and focus on your business.

Advisor World Front Office

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.

What We Offer

VirtGate Back Office

Advisor World Front Office

VirtGate Back Office

Advisor World Back Office