A LEADING-EDGE FOR FIRMS AND ADVISORS
Eyeballs Remote Inquiry Questions Dashboard gives the Advisor insight into their clients’ needs by tracking their questions.
If an inquiry about an investment or portfolio concerns comes up the Advisor is immediately notified for a rapid response.
All Advisors have a customized Advisor app to enhance the Advisor/Client relationship.
Documents “Best Practices” requirements through the RIO exchanges for Advisor protection.
An instant notification and direct messaging that simplifies current CRM client interactions.
Less time explaining financial data; more time managing clients’ assets to build your book.