Tradesmarter also strives to ensure brokerage businesses have all the tools and support needed to become successful. The platforms feature a strong back office management system, including a CRM, which makes it easier to manage your clients' portfolios more efficiently.
The CRM uses social, mobile and cloud in an effort to improve productivity levels. You're able to automate complex recognition calculations and adhere to revenue recognition standards.
There are also a range of marketing tools included in the package. The tools and resources included mean that brokers can run end-to-end mobile traffic funnels, increase brand recognition, and increase conversion rates.
Full training and support is also provided until all users within your office are confident and fully conversant with the systems and technology being used.