Advisor Manager

Maintain pertentint data elements on your reps with CAESAR’s Advisor Manager solution.

Once a rep has been approved in Registrar, rep data can be maintained on an on-going basis in Advisor Manager to ensure accuracy, compliance, and enhanced communication with your field force:

  • Maintain Branch, Rep, Region Hierarchies
  • Define OSJ and Management Structures
  • Daily CRD Interface to Maintain Licensing Information
  • Track FINRA, Insurance and CE Requirements
  • Process Annual Renewals; Credit Card Feature Available
  • Print and Distribute Registration & Licensing Reports
  • Export Rep Data, or Upgrade to full CAESAR Solution
  • Provide Rep View Through Mobile Device

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