AdvisorBox Platform by Key Feature:
ABOUT
INTEL BOXES
PORTALS
MARKETPLACE
IRM SYSTEM
TOOLBOX
VAULT
LOANBOX
MEMBERSHIP ONLY ACCESS
50% OFF annual membership to Next-Gen Advisors (<30 years old) and U.S. Veteran Advisors.
1 APP
6 BOXES
Download the AdvisorBox, or stay online here to manage acquisition, recruiting, succession, and lending from the palm of your hand if you want.
AdvisorBox™
This one-of-a-kind app platform helps advisors with what to know and our platform connects you with who to know. The base features on the app include AdvisorPortals and Marketplaces, Inorganic Growth Manager, IntelBoxes, and our Resources ToolBox. All other boxes are also included in AdvisorBox app.
LoanBox™
Advisors no longer have to call a bunch of banks and try to figure it all out. Log onto the app, answer or paste into questionnaires, complete your loan package, match to lenders, receive loan proposals, select lender, and follow process to closing. It’s the Carvana of advisor lending. Or have a human handle everything for you.
SuccessionBox™
The plan builder is using tech for democratizing access to thorough and customized succession plans. Match your needs by adding, editing, or removing clauses, ensuring that the final document aligns with your intentions. Our intuitive editor makes customization straightforward and efficient.
ContinuityBox™
Our continuity plan builder builds customized plans help to ensure that a business or organization can continue to operate effectively in the face of a disruption. Set up your Transition Continuity Planning for ensuring a smooth transfer of business control in unforeseen extreme events like death or disability.
AgreementsBox™
These quality agreements offer various categories and options, all accessible within the app. The agreement and plan builder automatically populates the final document for your review, allowing you to simply select the "adopt changes" button. Have a consultation with the attorney who drafted the agreement.
AttorneysBox™
We've boxed up the specific templates, provisions, exhibits, plans, and the competent attorneys specializing in the very specialized, nuanced, and regulated wealth management industry. Connect with the right industry niche attorney for any professional legal need at AttorneysBox.