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How it Works

The AGILITY™ Solution Suite is an easy-to-use, fast-to-deploy software solution with out-of-the-box but configurable business process automation. It streamlines high impact business processes, so you can better manage your business with an integrated approach to orphan management, recruiting and onboarding, book of business marketing, agency management and more.

By formalizing behavior and automating conclusions, AGILITY™ “spreads the wealth” of individual advisor expertise across the entire organization.
By providing a workflow that is consistent and repeatable, AGILITY™ drives individual and organizational productivity.
By prioritizing activities and standardizing the Advisor’s day, AGILITY™ turns distractions into opportunities.
By leveraging data aggregation and client knowledge, AGILITY™ enables consistent conclusions and actions.
By eliminating inefficiencies in generating, acquiring, and managing opportunities, AGILITY™ drives new customer acquisition.

Learn More

> To learn more, take the Product Tour.

> Request more information about AGILITY. Complete our Contact Form.

> Would you like to speak to a member of our Team? Call 1 (646) 918-5280.