Financial Advisor Support
The Sponsor Direct Advisor Module is an optional add-on for Sponsor Direct that allows you to invite Advisors (Financial Advisors, RIA’s, Family Offices, or others) to join your investment portal so that an Advisor can obtain offering materials electronically, invite their investor clients to view the offering and track the engagement of their investors with the offering.
- Save time & cost of printing & mailing offering material to advisors & investors. Send all offering materials electronically.
- Provide tools to Advisors to allow them to solicit offering interest digitally and track the engagement of their investors.
- Track who viewed/downloaded docs by uniquely watermarking docs.
- Track all direct leads and Advisor leads centrally via one dashboard.
- Evaluate the activities and performance of the Advisors.
The Advisor Module is available to any customer with a current subscription for Sponsor Direct. To learn more about this module, request a demo. To activate this module please contact your customer success manager.