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How Nextek’s Virtual Advisor Can Help You Better Manage Your Business

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To succeed in the financial services industry, you must utilize the best resources. Senior Market Sales® helps by offering its agents access to Nextek, a financial planning tool designed specifically for the financial services industry. This platform includes a Virtual Advisor for better managing customer relationships. This is more than just a CRM, it’s a total business management tool.

Five unique units that make up Nextek:

  • Color of Money Risk Analysis (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