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Align Client Assets with Risk Tolerance: A Deep Dive into the Nextek COMRA Report and Generational Vault
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