Market76 helps advisors stay personal, relevant and communicative with clients and prospects. Staying on top of financial opportunities can be overwhelming. To remain relevant and grow their businesses, advisors need to stay current and communicative to their customer base, while efficiently recruiting prospects. The more an advisor knows about his or her clients, the better he or she can serve them. Market76 combines personalization with automation to help advisors deliver institutional level peace of mind.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
  • Leverage Veo client data in workflows
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