Benefits Consultants Group (BCG) developed the solution, called AdvisorEdge, to provide practice management tools, consulting services and business development assistance through a standalone platform.
AdvisorEdge users gain access to BCG’s suite of sales support and prospecting tools—including 401(k) and new employee “X-ray” tools providing insights on important plan features and participation levels.
Users can also consult BCG experts through the platform and leverage client retention, education and training materials.
“Winning new clients requires advisers to differentiate themselves,” Beau Adams, executive vice president of business development at BCG says. “AdvisorEdge takes institutional best practices and packages them within practical, client-ready tools.”
Advisers looking for more information can visit www.bcgbenefits.com.