BizEquity, an online provider of business valuation knowledge and big data, today is launching a dedicated Advisor Office subscription service for wealth managers, registered investment advisors (RIAs) and insurance advisors. The new offering enables advisors to private-label BizEquity’s patented product to enable better prospecting, enhanced client service, and compete more effectively with robo-advisors.
Advisor Office provides financial advisors with a dedicated platform that harnesses sophisticated algorithms and big data knowledge to help better gauge the risk profile of clients and assess, for example, whether they are underinsured or underfinanced.
The Advisor Office service includes:
• A private-labeled Cloud service: Branded online service to enable subscribers to present the BizEquity platform as a proprietary service to clients and prospects.
• A prospector search and pre-value function: Business owner prospects are geo-located and mapped for subscribers to more efficiently prospect and carryout initial pre-valuations to showcase offerings.
• A 29-page branded business valuation and performance report: Advisors can provide business owners with powerful real-time business reports, helping them understand their business value and how they compare to their peer group
• An online reporting dashboard and reporting console for each office: Details of clients and prospects, including their business and performance value in real-time, with the console delivering tailored information for each office on the activity and analytics of customers and prospects.
• Subscription options: A Full Advisor Office subscription includes five valuations per month and a 200 company search allowance, or a limited version of the service available to individual advisors
BizEquity Advisor Office is being launched and showcased simultaneously at the Envestnet Advisor Summit and at the inaugural eMoney Advisor summit today.