ADVISORTM PLATFORM

Collaborative Client Management Solution

Automate new client launches and renewals efficiently with service partners and stop drowning in emails and follow-ups.

  • E-sign agreements, share documents, track action items in one place to delight your clients.
  • Access to advisor platforms is by invitation only. Send a request to support@alicorn.co for a free trial!
advisor platform saves so much time and work. My clients and partners are happy because everything is in one place.

Stephen Daniel

Benefits Advisor

Mitigate Partners and Insurance Office of America