Log In
Help Clients Properly Align Their Assets and Risk Tolerance With Nextek
It’s important that your clients know if their assets and risk tolerance are properly aligned. That’s why Senior Market Sales® (SMS) makes Nextek available to its agents. This financial planning tool includes a Color of Money Risk Analysis (COMRA) step to help you effectively advise clients. Catch this webinar to learn more about COMRA and other differentiators that makes Nextek unique.
- COMRA — the first step to determining if your clients’ current assets are properly aligned with their risk tolerance
- Generational Vault — provide your clients with an integrated portal that simplifies viewing of accounts and financial status details and also enables secure sharing of documents and information
- Virtual Advisor — manage your customer relationships in this advisor portal that’s not just a CRM, but a total business management system
- Campaign Builder — an application that allows you to send targeted email campaigns to any lead in your Virtual Advisor People list
- Case Central — your hub for data entry, client updates, case analysis and client-centric reporting