How can we ensure our clients don’t go directly to you?

January 29, 2020

Our system is built to ensure there are no ownership issues that could potentially slow down successful business being conducted. By using our ‘Partner Client’ registration page, coupled with the dedicated Investor Lounge access, this will ensure client ownership in your favour for the full duration of your partnership with Accumulate Capital.

The latter constitutes a landing page in your company name which navigates to your inbox, so the moment one of your prospects enter the Investor Lounge, you will be alerted to their presence and can act on that engagement in a live environment.

Your Wealth Accumulator Account Manager will organise the construction and distribution of your dedicated Investor Lounge access.

This process ensures you that if one or more of your prospects come directly to Accumulate Capital, our systems will automatically update you.

 

Back to top