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.
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.
Potential users
Users of the Sales Tools module include advisors, brokers, analysts and client associates at wirehouse, regional, bank, insurance, and independent brokerage firms.
Contact Us Client Support and Sales Information Center
Call us: 1-800-523-4534 (M-F, 8am-8pm EST)
Related Information:
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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