LeadCenter is the Smart Choice for Financial Advisors

Discover how LeadCenter outperforms Wealthbox and Redtail with full automation, advanced reporting, and seamless workflows tailored for financial advisors.

Functionality

Marketing

Automated Lead Capturing
Seminar Management with Automated Registration
Fully Automated Workflows
Integrated Email Marketing
Integrated Text Message Marketing
Tracking Marketing Goals and Spend
Track Lead Sources and Campaigns
Website Builder
Landing Page Builder
Form Builder
Email Verification






Sales

Integrated Calendar with Public Scheduler
Client Review Reminder System
Secure Client Portal with Financial Questionnaire
Secure Client Portal with Document Upload
Integrated VOIP System
Duplicate Leads Management
360° Contact View
Call Reporting and Call Logs
Call Transcription
Scheduling and Event Follow-Ups
Real-Time Sales Insights















Operations & Reporting

Integrated Financial Accounts Tracking
Production Tracking
Company Profit Tracking
Advisor Commission Tracking
Advisor Commission Payment Tracking
Real-Time Reports and Dashboards
Scheduled Reports
Fully Automated Workflows









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