At Virtue Capital Management, we are one of the few RIAs that fully embrace technology
and are eager to use it to its' fullest potential.
We use thxe latest and most cutting-edge software available to make your work as an advisor easier and more productive than ever.
Cloud-Based Service Portal
Our top priority is to provide unsurpassed customer service to our IARs. To help deliver this service, we have developed the VCM Support Portal. In addition to delivering hands-on client management, our support portal will help advisors streamline their office workflow.
Service Portal Ticketing & Tracking Solution
VCM’s online Service Portal provides a secure online ticketing and tracking solution for a number of requests.
The Service Portal provides advisors and their staff the ability to submit service requests in one central location and allows tracking of requests until the tasks are completed creating a more efficient workflow. Ticket types include Account Service, Case Prep, New Business, Compliance, Trading Desk, Distribution/Withdrawal, Technology and General Support.
VCM Portal
• Model Performance Information, including monthly
Fact Sheets, monthly Quick Reference Guide,Strategy Performance Ranking Guide, Presentations and more
• Training webinars on Models, Concepts and Programs
• Market Commentaries
• Marketing Materials
• Client Interaction Aids and Tools
• Account Paperwork, Forms and Documents
• Processing Compliance Approval Requests
• Opening, Funding, and Managing of TDA Accounts
• Processing Case Design Requests for Investments and Annuities (for those affiliated with both VCM and VA)
• Resource Center for General Deliverables
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VCM TRAINING EVENTS
TAP TO CALL 866-907-4275