Empowering Advisors with Tools for Success

Discover features designed to help advisors boost efficiency, expand their networks, and generate leads through a strong online presence to connect with clients and showcase their expertise to drive growth effortlessly.

 

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Premium Flex

Premium Flex

Take control of your website update costs with our enhanced service options! More than just the predictable pricing of Advisor Premium, we've introduced DA Premium Flex—a flexible, pay-for-use model tailored to your needs. Here's how it works: set a monthly financial budget based on the average service hours, spread across 12 months. Any unspent budget? You can carry up to 50% forward, and also have the option to access funds from future budgeted allocation to meet fluctuating business needs after prior approval from your client representative. Enjoy the flexibility of adapting your budget while ensuring your advisors get the updates they need, when they need them. If your budget runs out, simply top it up anytime. For any overages without a pre-purchased top up, you'll pay for time and materials at list price. Control costs, stay agile, and let us handle the rest!

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Curated Content

Curated Content

The Digital Agent Curated Content Add-on is here to help financial advisors stand out, enhance their client relationships, build trust, and elevate their online presence while staying compliant. The Digital Agent team sources high-quality, relevant content from trusted sources and makes it available for financial advisors to share with their audience through their Digital Agent website. The content goes through the built-in compliance check and once approved is published on the website from where they can easily share it with their prospects through all their social and direct mail channels.

 

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Calculators

Calculators

Digital Agent recognizes this need and is committed to empowering you with tools that meet your clients wherever they are in their buying journey. Digital Agent brings to you its new ‘Calculators’ feature, that can help you elevate your website’s functionality and deliver the interactive, intuitive experience clients look for— reinforcing your position as a leader who anticipates and meets clients' expectations.

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Self Serve BI

Self Serve BI

Digital Agent's Self-Service BI is the capability to help nontechnical business users access, analyze and visualize data without the need to rely on Digital Agent's data specialists. It allows you to create your own reports, dashboards and explore data insights in a user-friendly environment.

 

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