Vertafore has been a valued partner in the business of advisor lifecycle management for more than 40 years. During these years, we have learned more about the needs of broker-dealers, individual advisors, carrier partners and other stakeholders, refined our tools and gained valuable expertise in regulatory compliance.
Effective and proven and secure web-based technology
- Integrated insurance and securities credential management with regulatory rules engine
- Electronic processing and workflow automation
- Personalized service via dedicated support resources
- Access to industry experts