Forefield Institutional Solutions
Reporting

Advisor login and activity reports
No department appreciates usage reports more than sales. Your institution will take comfort in knowing exactly when your advisors are logging in, the topics they’re searching on, and which resources they’re sending to clients.

Client Email Read Data
Most importantly, you and your advisor will be able to monitor client read data. You’ll know which of your resources are being read most frequently. And your advisors will know which clients they should follow-up with.

RSS Recent From Blog

  • Why Do Clients Give Referrals?
    Why Do Clients Give Referrals? You may be surprised to learn that most clients don’t respond favorably when a professional such as a financial advisor asks for referrals. More frequently, referrals occur when a client who is completely satisfied with their financial advisor has a conversation with a friend or colleague who has similar needs and […]

RECENT FROM TWITTER

FOLLOW US