Business Insight from One Centralized Portal!
Don't Go Looking for Data, Let Information Find You!
Affinity creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business.
Affinity also allows significant asset growth and profitability without proportionately growing workload and overhead!
Access Your Information from Anywhere on Any Device!
In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.
The centralized SQL data hub for all Advisor data that turns disparate data into Business Insight from One Centralized Portal!
Affinity helps your firm streamline operations, reduce workload & overhead, & drive scalable growth.
Affinity is the Operational Platform for Savvy Advisors!
An Integrated Solution that Blends the Stability of Legacy Systems with the Power of Leading-Edge Tools!
One central portal to quickly find all client, prospect and 3rd party information.
Affinity centralizes all your data sources into a single, aggregated Wealth Advisor portal and then proactively delivers the information you need via CRM, Client/Investor/Management Reporting, & Advisor Dashboards.