Web Affiliate Features |
n | Flexible terms |
n | Affiliate software (iDevAffiliate) features |
| - Individualized dashboard to monitor statistics and results |
| - Banners, Text Ads and Links |
n | Detailed monthly reports and payments |
n | Marketing support including customized articles and other content |
n | Custom enrollment and login buttons available for your site |
n | Reseller plans available with co-branding or private labeling |
n | Want to find out more? Contact Us for more information |
n | Already an affiliate? Sign-in here. Want to join? Click here for easy registration. |
| Participation is Easy and Free |
| 1. Complete the online application |
| 2. Copy and post your custom coded links |
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eFinPLAN for Advisors |
Partnership |
| eFinPLAN software is a comprehensive financial planning application. Some people choose to go at it alone, while others desire help. The reports advise the assistance of professional advisors to aid in implementation |
| Possible partnership opportunities include the following: |
| a. Affiliate Program: for financial firms wanting to outsource planning |
| b. Referral Program: for prospective clients who dont meet firm income and asset minimums |
| c. Retirement Plan Platform: eFinPLAN add-on to your retirement plans to increase plan participation and customer service learn more |
| d. Employee Financial Wellness Platform: worksite Web-based financial planning, telephonic coaching, and classes. Quality financial programs have proven ROI increased performance, lower health-related expenses and increased marketing opportunities learn more |
| e. Professional Referrals: We are currently working on building referral lists of professionals for eFinPLAN users who request further assistance, contact us for more information |
Technology Solutions Consulting |
| Services Provided: Evaluation of current technology use and recommendations for improvement and project management, including but not limited to: increased efficiencies, service, customer satisfaction, marketing, communication, compliance, paperless office, and cross-technology integration involving the following applications: CRM, Planning, Portfolio Management, Security, Record Storage, Workflow, Internet, and Security Transactions. |
Please contact us if you are interested in discussing our services and partnership opportunities. |
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