What is the Concorde Platform?
The Concorde Platform is technology designed to help financial advisors effectively manage and grow their business.
- Contact relationship management
- Data aggregation and reporting
- Wealth and portfolio management solutions
- Compliant paperless process system
- Document management and workflow solutions
- Form filling
- Research tools
- Web-based file sharing storage
Introducing the all-in-one FLITE Tech Platform
With The Concorde FLITE Tech Platform you get:
- Integrated programs
- Dynamic forms
- Comprehensive back-office support
- An option to create a streamlined dashboard