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All-in-One Nurture Marketing & Business Development Solution Launched by ROffice

  • Finopotamus Staff
  • Sep 8
  • 2 min read

MELBOURNE, Fla.-- ROffice, a platform where financial advisors and talented service providers converge to seek and provide assistance, along with HiveOne, an intuitive business-in-a-box software solution provider, today announced the launch of AnchorPoint to help advisors remove the “Frankenstack” of one-off solutions. Built with a compliant mindset, it provides a robust set of tools that can be administered without multiple logins or subscriptions.


ROffice’s AnchorPoint enables the parent company RIA to set controls and parameters around what the advisor’s website disclaimer, financial planning billing, client communications, and email marketing can be while the advisor gains opportunities to build and manage their marketing and client experience. The RIA parent company can create and lock global compliance settings, ensuring advisors each adhere to set standards.


“In addition to serving clients and prospecting, advisors don’t need to be their own chief technology officers, even though that's largely what they have become,” said Andrew J. Evans, founder of ROffice. “Advisors want ready-to-use, powerful tech that will accomplish what they need with minimal hassle, which is what we created with AnchorPoint.”


AnchorPoint comes complete with:

  • Website builder

  • Client communications interface

  • Planning billing function

  • Marketing funnels

  • Learning management system

  • Email marketing

  • Automated workflows

  • Appointment management for marketing as well as client onboarding and nurturing workflows.


For more information about AnchorPoint, go to www.youranchorpoint.co.


ROffice provides advisors and firms access to skilled professionals who help complete complicated or time-consuming projects in an efficient manner. With the right person to get their offices in shipshape and off to smooth sailing in no time, firms can spend more time on client service and other vital tasks. Grow your business and increase your flexibility with us.

 
 
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