Broker’s Ally is the leading application software designed specifically for investment advisors and financial consultants to enhance practice management, better organize the financial details of customer relationships, open new accounts, gather assets, and improve team performance.
Sales Ally is the leading sales contact manager; an application software product geared specifically for the sales professional. It offers complete sales pipeline management features, including contact management, notes, activities, proposal tracking, profiling, campaign management and reporting.
Advisor’s Ally is a powerful practice management and marketing tool that helps advisors and financial consultants open new accounts, gather assets, do trades and manage the financial details of customer relationships.
Web Ally is Internet-based relationship management; the next generation of tools to build business and retain satisfied customers and vendors. Web Ally is your partner for CRM on the web; a partner to account managers as well as a partner to your valued clients. Web Ally has rep-facing features as well as client-facing features.
Recruiter’s Ally is an applicant tracking software (ATS) software platform for managing recruiting, transition and employee life-cycle support to coordinate internal recruiting at small to mid-size firms. Firms seeking to blend internal and external, 3rd party teams will be interested in RecruitersAlly as well because of its integrated team management approach.