Expand your product lines and generate new revenue

with the seamless integration of group benefits, individual insurance, and wealth business into one system that is customized to your unique business needs.

Gain a 360-degree view of your clients,

including all products, customer interactions and other relevant client details, including households, relationships, interests, and referrals (regardless of the product, carrier, distributor, or dealer).

Transform your client experience

with reduced turnaround time on inquiries and services, improved self-service tools, reporting and task tracking and a more effective presentation of information to your clients.

Enhance operational efficiency and staff productivity

with robust workflow automation that reduces human errors and repetitive tasks.Streamline your client communications, inquiry management, task and update calendaring, sales tracking, and compliance, freeing up more time for clients.

Access all of your key information in one centralized location.

with robust workflow automation that reduces human errors and repetitive tasks. Streamline your client communications, inquiry management, task and update calendaring, sales tracking, and compliance, freeing up more time for clients.

Improve your regulatory compliance to better protect your business and clients.

Organize, maintain and store all of your relevant documentation in one easily accessible area.

Garner key client insights

by better optimizing your customer and product data. Leverage these insights to cross-sell and capitalize on referrals or launch targeted marketing campaigns and events.

Eliminating the need for multiple systems and technologies.

AdvisorConX has the functionality and power of many different tools built into one intuitive and mobile-friendly platform

Safeguard your client information.

AdvisorConX protects your most valuable asset, your client and business information, with bank-level data security and privacy protections built right in.

Maintain full ownership and control of your data

with our encrypted and Canadian domiciled cloud-based technology. Securely work from anywhere at any time with no additional IT expenses.