Consolidated sales, marketing, and customer support system for financial products
A method includes accepting financial product information through a provider computer; accepting advisor information and client information; allowing access to a portion of the financial product information, based on the client information, through a client computer; allowing access to another portion of the financial product information not accessible through the client computer, based on the advisor information, through an advisor computer; and tracking and reporting the advisor information and the client information through metrics.
1. A system for consolidating and marketing of financial products, including:
a server computer;
a provider computer coupled to the server computer;
an advisor computer coupled to the server computer;
an investor computer coupled to the server computer; and
instructions stored on the server computer that when executed on the server computer, perform a method including:
accepting financial product, advisor, and investor information;
allowing access to a portion of the financial product information, based on the investor information, directly with the server through the investor computer;
allowing access to another portion of the financial product information not accessible through the investor computer, based on the advisor information, through the advisor computer; and
tracking and reporting the advisor information and the investor information through metrics.
2. The system of claim 1 , wherein the metrics include total orders, orders fulfilled, conversion ratio, and average order size.
3. The system of claim 1 , wherein the portion of the financial product information accessed through the advisor computer includes advisor support information.
4. A machine-readable, non-transitory medium having computer-executable instructions, which when executed by a computer, cause the computer to perform a process for consolidating and marketing of financial products including:
accepting financial product, advisor, and investor information;
allowing access to a portion of the financial product information, based on the client information, directly with the server through an investor computer;
allowing access to another portion of the financial product information not accessible through the investor computer, based on the advisor information, through an advisor computer; and
tracking and reporting the advisor information and the investor information through metrics.
5. The medium of claim 4 , wherein the metrics include total orders, orders fulfilled, conversion ratio, and average order size.
6. The medium of claim 4 , wherein the second portion includes advisor support information.
7. The medium of claim 6 , wherein advisor support information includes due diligence activities and assessments.
8. The medium of claim 4 , the computer further compiling the advisor information or investor information into a data file.
9. The medium of claim 8 , the computer further generating a report based on the data file.
10. The medium of claim 9 , wherein the report includes a log of accesses to the financial product information.
11. The medium of claim 4 , wherein the portion of the financial information accessed through the advisor computer includes alternative financial products to financial products in the portion accessed by the investor computer.
12. The medium of claim 4 , the computer further hosting an audiovisual conference via the investor computer and advisor computer.
13. The medium of claim 4 , the computer further accepting and filling orders for financial products.
14. The medium of claim 4 , the computer further ranking a plurality of advisors or investors according to the metrics.
15. The medium of claim 14 , the computer further recommending a course of action regarding a particular advisor or regarding a particular investor based on the ranking.
16. A method, including:
accepting and storing financial product, advisor, and investor information;
allowing direct access to a portion of the financial product information, based on the client information, through an investor computer;
allowing access to another portion of the financial product information not accessible through the investor computer, based on the advisor information, through an advisor computer; and
tracking and reporting the advisor information and the investor information through metrics.
17. The method of claim 16 , wherein the metrics include total orders, orders fulfilled, conversion ratio, and average order size.
18. The method of claim 16 , wherein a report generated from advisor information or investor information includes a log of accesses to the financial product information.
19. The method of claim 16 , further including ranking a plurality of advisors or investors according to the metrics.
20. The method of claim 19 , further including recommending a course of action regarding a particular advisor or regarding a particular investor based on the ranking.