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About

The Trading Platforms allow to control and manage all sales processes of banking, financial and insurance products, by a deep understanding of the various channels and a fully integration with back-end systems (both administrative and managerial). It is fundamental to overcome the “physical” barriers that have historically limited the three main involved operating areas through their consolidated management. Functions dedicated to the customer relationship management, covering all front-end needs through teller, call center or financial advisor. Innovation related to portfolio modeling and sales planning. It’s the information repository that feeds the channels area. It collects and summarizes all the information/events managed by the back-end. Innovation related to portfolio modeling and sales planning.

About

WebPrez is a client-driven sales enablement platform built specifically for insurance agents, annuity professionals, financial advisors, advisor teams, and financial organizations. The platform helps financial professionals simplify complex conversations, educate prospects, and automate client engagement using guided discovery tools, educational video content, and personalized follow-up systems. At the center of the platform is the Smart Money System™, a structured workflow that guides prospects through: • Smart Money Discovery™ – uncover financial goals, concerns, and opportunities • Smart Money Snapshot™ – generate a simplified overview of a client's financial situation • Smart Money Blueprint™ – create a personalized action plan and recommendations WebPrez combines client discovery, video communication, automation, and educational content into a single system that helps advisors build trust, improve appointment quality, and shorten sales cycles.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions looking for a trading platform that helps manage d manage all sales processes

Audience

Insurance agents, annuity professionals, financial advisors, retirement planners, wealth managers, advisor teams, insurance agencies, IMOs, FMOs, BGAs, financial coaching organizations, and financial services enterprises seeking a more scalable client education and sales enablement system.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$197/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Lynxspa
Italy
www.lynxbroker.com/software-tools/trading-platform/

Company Information

WebPrez
Founded: 2001
United States
www.webprez.com

Alternatives

Mobius Wealth

Mobius Wealth

Profile Software

Alternatives

MoneyGuide

MoneyGuide

Envestnet
SIMON

SIMON

SIMON Markets
3D City

3D City

Dantex Group
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
VeriBranch

VeriBranch

VeriPark
eMoney

eMoney

eMoney Advisor

Categories

Categories

Integrations

Adenza
Boomi
Cloudera
Salesforce

Integrations

Adenza
Boomi
Cloudera
Salesforce
Claim Lynx Trading Platform and update features and information
Claim Lynx Trading Platform and update features and information
Claim WebPrez and update features and information
Claim WebPrez and update features and information