FirmOS Support Capabilities

Manage the full lifecycle of new business cases from submission to issue. Internal tracking keeps everyone aligned.

❋ Track New Business Case Flow

Track revenue opportunities with advisors and identify growth potential across your agency.

❋ Monitor Revenue Opportunities

Track financial planning cases and renewals through every stage. Never miss a follow-up or deadline.

❋ Manage Financial Planning Cases

Centralize tech support and marketing requests. Advisors and staff can submit tickets, track status, and streamline workflows.

❋ Manage IT & Marketing Requests

HR capabilities to track and onboard new staff hires. Ensure a smooth transition for every new team member.

❋ Onboard New Staff Efficiently

Manage agency events and experiences. Track attendance, send invitations, and measure engagement.

❋ Track Event Attendance

Track detached office requirements, personal interviews, and other compliance obligations in one place.

❋ Ensure Compliance

Maintain a comprehensive database of brokerage contacts and operations for seamless coordination.

❋ Manage Brokerage Contacts

House your Traction/Rock or L10 reports in a centralized location accessible to all department leads.

❋ Departmental Traction/L10 Reports

A centralized database that houses contact information along with both quantitative and qualitative summaries for advisors, brokers, agency staff, and advisor staff—all in one place.

❋ Executive CRM

Manage your entire recruiting pipeline from first contact to contract. Track candidates, schedule interviews, and accelerate your hiring velocity.

❋ Streamline Advisor Recruiting

House all advisor production data in one place. Access real-time metrics, historical performance, and compensation details instantly.

❋ Centralize Advisor Production Data

Centralize all contracting and licensing workflows. Track status, automate reminders, and ensure nothing falls through the cracks.

❋ Simplify Contracting & Licensing

Get visibility across your entire agency with comprehensive dashboards. Track KPIs, identify trends, and make data-driven decisions.

❋ Firm-Wide Reporting & Analytics

Send automated production reports,
contract qualifications, and important updates to advisors without manual
effort.

❋ Automate Advisor Communications