Branch Managers & Registered Reps
Features and Benefits for branch managers and registered reps
- Manage wholesaler meetings from any computer with internet access 24 hours a day,
7 days a week.
- Set up reoccurring appointment times.
- Easily view what the wholesaler is coming in to speak about.
- Restricted access to only those wholesalers you chose to allow into your office.
- Easy online set up.
- Find wholesaler contact information for any investment firm using the service.
- Request a wholesaler meeting with just a few simple clicks.
- E-mail confirmation for wholesaler scheduled meetings and cancellations.
- And much more.
So please click the register button below to get started today!
