What's In It...
For Me? For My Client?

Software

ATLAS

ATLAS main screen

To date, there has been no FMO-specific contact management system built. Asset Protectors & Advisors Group aims to change that.

ATLAS - Agent Tracking and Leads Analysis System - is being built to manage the workflow of an FMO. Get an overview of your hot leads, send a quick message to your co-workers, attach notes to agents, report on production and overrides. It's all there.

Have a custom project you want completed? Contact us for a quote.

Testimonials

"Thanks for the great software. The Shield™ just helped me make a $360,000 annuity sale. My client told me that he did business with me because my presentation was more professional and much easier to understand. He said the other advisors spent too much time writing, talking, and drawing pictures trying to explain how their plans worked. Thanks to "The Shield", my life as a financial advisor is much more enjoyable, easier, and I am receiving more referrals!" - B.W.