Virtual Advisor

Stay organized, segment your prospects,
manage your client relationships

Virtual Advisor is a total business management system (TBMS) offering client management, calendar organization, business segmentation and compliance, email and correspondence tracking, marketing campaign design, and mobile access.

Client Management

The client management feature allows you to organize and manage your client data to improve efficiency and results. Manipulate your data to target your marketing message to a select group of prospects and clients.

Lead Dashboard

Online marketing continues to become a bigger prospecting opportunity.  Automation of online marketing helps ensure that your prospecting and branding occurs 24 hours a day.  In an effort to improve efficiencies, Virtual Advisor can help cut down on your data entry.  Online information that is entered by a consumer, like name, phone number, and email address, can be automatically fed directly into your data base eliminating data entry for that information.  This includes Landing Pages and Strategy Assessment Questionnaires you collect from consumers.


Virtual Advisor helps you organize your day and manage critical schedules.  View your schedule as well as others in the office.  Invite your team and/or consumers to important meetings by scheduling appointments and adding them to the meeting.  Color-code your activities so different types of activities are determined at a glance.  And, your calendar will sync with your mobile devices.


Today, email can be the lifeblood of your organization.  Virtual Advisor allows you to seamlessly communicate with your staff and consumers.  Create individual or group emails with the touch of a button.  Personalized bulk emails with the mail merge features.  Emails “To” and “From” people in your database are automatically stored in the consumer record for organization purposes.  Additionally, email is synced with all devices.

Marketing Campaigns

Schedule one event or an entire year of marketing with the marketing campaign function inside Virtual Advisor!  Automated emails will be sent on your behalf or activities scheduled on the calendar so no task is ever forgotten.  Track and monitor results inside of Virtual Advisor.

Strategy Assessment Questionnaire

Dynamic, online fact finding tool that determines the questions it displays based on answers to previous questions.  Questions and explanation of questions are able to be modified to accommodate the business need.  Assign the questionnaire to the consumer’s Generational Vault or email it to them directly.  Answers to the questionnaire funnel directly back into the professional’s data base inside of Virtual Advisor.

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