Connect2a Connect2A

Company Info
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What We Do:

We are an Application Service Provider (ASP) that allows professionals, including accountants, attorneys, and financial advisors to become interactive with each other and with their clients. By providing professionals with cutting edge technology, enhances the ability of professionals to service their clients and allows the professionals to create more time, more revenue, and more freedom by harnessing the power of the internet.

The Connect2A service starts with an electronic personal information form to collect and update client data. It then serves as a data manager to transfer the collected data to the software applications that you currently use, including our WealthCounsel Practice System. We believe this service will increase your office efficiency and enhance relationships during the planning, lifetime maintenance, and after-death administration of a client's financial and/or estate plan.

With the service you can:

  • Easily integrate Connect2A's customizable electronic personal information form into your practice, to collect client data during the Planning Stage of your client's estate plan
  • Personalize the form with your logo/banner to create top of the mind awareness.
  • Create a link from your website to the Connect2A service to help drive new and existing clients to your website on a regular basis.
  • Enhance your website with an interactive tool for your clients to update you and their other advisors of changes in their personal and financial information.
  • Increase your office efficiency by having the client enter their data once and then use Connect2A to send the data to popular desktop software solutions for:

    • Client Contact Management Systems
    • Financial/Estate Planning tools
    • Document Creation systems
    • Funding Software/services
    • Fiduciary Accounting Systems
    • Income Tax Preparation and Post Mortem Administrtion
    • and other software packages that our members use.

  • Use it as a collaborative tool that will help you develop and maintain strategic alliances with Accountants, Attorneys, and Financial Professionals by providing each with current client data in a usable format. Clients will only have to complete and update one personal information form and it can be shared with their other advisors.
  • Personalize each client's view with the individual advisor logos of their Accountant, Attorney, and Financial Professional; creating "Your Clients' Private Advisor Network".
  • Track the ownership and changes in ownership of all assets to increase your efficiency during the funding process of a client's estate plan.
  • Efficiently have current client data for your annual or more frequent meetings during the lifetime maintenance and after-death administration of your client's financial and/or estate plan.
  • Provide your client's with Total Net Worth Aggregation and update their portfolio on a nightly basis with current market pricing.
  • Add value and/or additional advisor fees by tracking your client's Cost Basis.
  • Enhance (not replace) how you currently serve your clients. Connect2A is a Data Manager that enhances your current process by allowing you and your staff to use your current office products. The service will collect client data, then transfer the collected data to your existing software applications.

Implementing Connect2A's service in your practice enhances your relationship with clients, increases the quantity and quality of your collaborative referrals, and saves you time in collecting and managing your clients' personal and financial information.

For detailed information on membership Services.

Because we are an Internet Application:

  • No Software or Updates to install
  • No Daily Backups or System Maintenance
  • No Technical Expertise to hire
  • Low Startup Costs
  • 24 / 7 / 365 Access to the System
  • View Your Data any time, anywhere with a Browser

For more information please visit our demonstration section

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