The idea of advisor link is to create a platform where financial advisors can connect with clients and potential clients. It helps users find the right advisor, maintain healthy communication with them, and it helps advisors manage their clients.
- Streamline communicate between advisors and their clients
- Scheduling (share calendar, schedule without tedious back and forth)
- Integrated secure, compliant messaging and file sharing
- Reminders for birthdays, anniversaries, etc.
- E-signature support
- All licensed advisors will have a basic profile that simply shows their license and legal info. From there, advisors can create an account to add custom information and features.
- Users can search for advisors and see key information about them:
- Where they work
- If they're actually independent
- What licenses they have and where they're licensed
- Any complaints filed with FINRA
- Ratings and reviews from current/former clients (must be verifiable)
- Non-Advisors can create profiles as well.
- Can link with an advisor to open communication, scheduling, file sharing, etc.
- Have a blog/forum section so that users can post questions that advisors (other users?) can answer.
- Questions and answers can be up/down voted, categorized, searched, etc.