advisorCONNECT is an enterprise MaaS (Marketing as a Service) platform for financial advisory firms.
advisorCONNECT is an enterprise MaaS (Marketing as a Service) application for financial advisors and insurance agents. We currently provide services for new hire onboarding and lead management.
We have agreement on a paid pilot and accelerated roll out plan with a Fortune 100 firm. We also have several additional pilots underway with firms of comparable size. We monetize through enterprise and individual license fees as well as usage fees (based on the amount of data used).