KonnexME to you
and you to the world

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A platform of services connecting independent financial services professionals with their clients. Infrastructure and support you need to excel…

Advisor Basecamp

Repository for comprehensive marketing campaigns, sales tools, ready-made advertising and video tutorials.

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Virtual Advisor

Proprietary total business management system (TBMS) to help you drive sales, marketing and services… Plus, access the system anywhere, anytime, with its robust online functionality.

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Case Central

Web-based portal to request comprehensive case analysis and client recommendations, powered by a team of CFPs, CPAs, and CFAs.

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Virtual Marketing

Dedicated hands-on marketing team to work on your behalf to help you stay in touch with your clients and prospects.

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Generational Vault

Virtual "safety deposit box" for your clients to store important documents and memories and Internet-based tool offering a comprehensive view of your clients' complete financial picture.

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122
Konnected Advisors
955
Leads Captured
333
Dashboard
232
Data Synced

Onec ultrices ultricies tellus
perfect screens here

Duis bibendum diam non erat facilisis tincidunt.

Duis bibendum diam non erat facilaisis tincidunt. Fusce leo neque, lacinia at tempor vitae, porta at arcu. Vestibulum varius non dui at pulvinar. Ut egestas orci in quam sollicitudin aliquet.

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What people say about us

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" It’s official – I love this app, I couldn’t be without it now." - Ron Burgundy

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" It’s official – I love this app, I couldn’t be without it now." - Ron Burgundy

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" It’s official – I love this app, I couldn’t be without it now." - Ron Burgundy

Send Us an Email

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