AdviceGrid

Professional advice is in great demand, yet there’s a huge gap between Advisors and Advice seekers.

AdviceGrid, the innovative Lead management system is here to bridge the gap.

Financial Advisors
• Free Registration > Create your profile on site, update constantly, gain instant public attention.
• Excellent Lead Management> Manage your Asset Management Company (AMC) leads with in-depth tracking. Categorize your leads with AMC tags.
• Monitor lead status and sales follow-up.
• Manage converted lead to a linked contact and organization.
• Manage Documents & Tasks > linked to contacts, leads & emails.
• 24x7 Access > Mobile access, on-the-go schedule & appointments management.