One Platform Integrating Life Insurance, Segregated and Mutual Fund Data

Key Benefits

All Your Advisor’s Clients in One System

Keep Cases Moving- Minimize Time to Settle

All the Tools Needed
in One Place

Key Features

Consolidated View of Your Advisor’s Block

All your advisor’s clients from life, segregated and mutual funds pulled together into a complete 360° view.

Case Tracking

Know why your advisor’s client isn’t getting their policy yet, collaborate with them, and help them cover their client.

One Advisor Desktop

Integrated quoting, needs analysis, compliance letters, application and client management capabilities.

Product Resources