Advisor Group to Offer CRM to Its Independent Financial Advisors

New Technology Allows Advisors to Easily Connect with Home Office, Fellow Advisors

NEW YORK--(BUSINESS WIRE)--Advisor Group, one of the largest independent broker-dealer networks in the nation, will roll out Salesforce to financial advisors affiliated with FSC Securities, Royal Alliance and SagePoint Financial. Advisor Group worked closely with salesforce.com to bring Salesforce Sales Cloud, Service Cloud and Chatter to Advisor Group employees and advisors to help transform customers into social enterprises.

“We are very excited to bring Salesforce to our advisors”

“We are very excited to bring Salesforce to our advisors,” said David Ballard, senior vice president and chief information officer of Advisor Group. “The technology is currently being beta-tested by a group of advisors and their feedback has been extremely positive. These advisors have already created discussion groups about important topics like reaching prospective clients and succession planning, and we’re confident this new tool will help advisors connect with one another to generate new ideas and grow their business. This is just one of many exciting technological innovations we have planned for 2012.”

Salesforce.com will be integrated into Advisor Group’s VISION2020 Advisor Portal (Advisor Portal) at no additional cost. Like all of Advisor Group’s technological offerings, Salesforce is available to advisors as part of their annual technology fee.

Advisor Portal is a single sign-on website that provides advisors access to their home office websites, client account information through Advisor Group’s exclusive VISION2020 account platforms, personalized news and alerts and much more. The dynamic, customizable, intuitive web portal integrates resources and aggregates information, allowing advisors to conduct business quickly and efficiently. Advisor Group made a number of enhancements to Advisor Portal since it was launched in 2010, including introducing sophisticated wealth management software, social media capabilities and now, a fully integrated CRM solution.

Advisor Group is one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, Royal Alliance Associates and SagePoint Financial, Inc. These independent broker-dealers, with more than 4,800 independent financial advisors, are all wholly-owned subsidiaries of Advisor Group.