ConsolidatedAdvisor.com provides products and services to insurance and financial services industries. Our client relationship management system, Consolidated Advisor, gives you a complete system to provide specialized services to your clients, including prospecting and marketing campaigns, consolidated reporting and client data management. Consolidated Advisor offers powerful marketing opportunities and our consolidated financial review allows you to dominate the competition by compiling all client accounts into a single asset statement which inlcudes fixed, variable and index annuities (as well as stocks, mutual funds and variable life).
ConsolidatedAdvisor.com is web-based and accessible anytime, anywhere. All you need is an Internet-connected computer, and there is no software to download or install. This exclusive integrated securities and insurance data management solution will increase your efficiency and productivity and provide you with the solution to organize different aspects of your financial services practice into a consolidated and simple format.
