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Advisor Insight
Overview
Standard & Poor's Sales Tools module on Advisor Insight lets you focus on what you do best, while enhancing your image as a professional financial firm with clients and prospects.
With tools and information designed to work together seamlessly for maximum impact and clarity, the Sales Tools module brings the expertise of a full marketing department to even a one-person firm. By using point-and-click analytics, you can prepare customized reports and presentations and make client consultations more productive. |
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Benefits | |
Newsletters: Impressive customized, personalized client communications created by experienced journalists and designers.
Financial Library: More than 100 articles on key topics - such as retirement planning, taxes and insurance.
Seminar Support: Everything you need to conduct informative, educational seminars.
Planning Calculators: Interactive tools that allow investors to calculate and assess various investment strategies. |
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Potential users | |
Users of the Sales Tools module include advisors, brokers, analysts and client associates at wirehouse, regional, bank, insurance, and independent brokerage firms. |
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| Client Services |
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Call us:
1300-792-553
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| Related Information: |
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Weekly newsletter for financial advisors and other investment professionals, offering investment articles on the financial markets, and economic and investment news.
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