Technology

What is the Concorde Platform?

The Concorde Platform is technology designed to help financial advisors effectively manage and grow their business.

Solutions include:

  • Contact relationship management
  • Data aggregation and reporting
  • Wealth and portfolio management solutions
  • Compliant paperless process system
  • Document management and workflow solutions
  • Form filling
  • E-signatures
  • 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
  • Applications
  • Dynamic forms
  • Comprehensive back-office support
  • An option to create a streamlined dashboard

To learn more, fill out the form below to contact us.