Aspida360

An advisor's digital system to offer multi-generational, "More Than Money" Wealth Planning

14 day Free Trial

 

The advisor experience is one of clarity, simplicity and impactful benefits for your business.  The Advisor Dashboard is intuitive and easy to use providing benefits such as increasing residual revenues, building meaningful multi-generational relationships, growing your core business with a “private-labeled” digital system.

Everything you need is at your fingertips on the Advisor Dashboard to elevate your business above the commoditization that plagues us all.   Watch our video to learn more.

MTM Vault Benefits for Advisors

Benefits We Offer Professional Advisors:

  • Grow your core business
  • Create differentiation from competitors
  • Build valuable multi-generational relationships
  • Expand your number of referral sources
  • Leverage warm, existing relationships to grow your business
  • Increase residual revenues
  • Compliance-friendly (if applicable)
Download the MTM Vault Advisor Brochure
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Grow Your business

Deepen Client Relationships

"Private Labeled" Marketing Materials

Maximize Time-Efficiency

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The MTM Vault: A Comprehensive System

On-Demand Training

"Private Labeled" Marketing Tools

Mobile Optimized

The MTM Vault

The name of our digital system is a nod to our motto, More Than Money. The MTM Vault serves as your singular portal to access and manage all facets of The MTM Vault:
  • On-demand training
  • Turn-key guidance
  • "Private Labeled" marketing tools
  • Communicate with clients and their heirs
  • Access your MTM Support Team
  • Mobile optimized
  • Convenient, available 24/7/365
 
Download the MTM Vault Advisor Brochure
  • Please fill out the following for to receive your free brochure.

  • This field is for validation purposes and should be left unchanged.

easy to implement. mobile optimized. ongoing upgrades.

"Private Labeled" Presentations and Brochures

On-demand or Live training in two hours or less, turn-key guidance with ongoing support

Once you subscribe, you will have your choice to complete training on-demand or live online training with a member of your MTM Support Team. Shoot, do both if you want. Directly from your Advisor Dashboard you will have complete access to The Guidebook and on-demand webinars which can all be completed in just over an hour and a half. No long seminars, high "coaching" fees with six months of lead time. You can start right now. On-demand and at your pace.

We have you covered every single step of the way. The MTM Vault provides step by step instruction on how to become the primary advisor to families. It's all accessible from you Advisor Dashboard and in the palm of your hand anytime you need it. In addition, we have integrated the "best practices" of the most successful professional advisors into our turn-key guidance to accelerate your growth.
Once you subscribe, a "private-labeled" digital marketing brochure will be customized with your photo, biography and more. In addition, two professionally designed power points are available to you for presentation to prospective MTM Vault families and valuable centers of influence. Step-by-step advice of marketing The MTM Vault are at your fingertips as well. All marketing support is accessible directly from your Advisor Dashboard.
Access to The MTM Support Team is available from your Advisor Dashboard. We are here for technical support and any miscellaneous questions you may have. In addition, we are upgrading the interface, functionality and content of The MTM Vault continually enhancing the client and advisor experience. As desired, a separate firm, 3 Dimensional Family Office is avaiable for advanced case design.

When you license, you will:

Grow your core business

Create differentiation from competitors

Leverage existing, warm relationships to grow your business

Build valuable multi-generational relationships

Grow your number of referral sources

Enjoy a competitive marketing advantage

The MTM Vault digital system allows you to communicate with clients and their heirs, and your clients will be given access to the platform in order to fill out the necessary documents and questionnaires, leaving only about 20 percent of the work to the advisor.

The licensing fee for advisors is $495 per month and you will receive the following:

  • Convenient training that can be completed on-demand, live or both.
  • "Private-Labeled" marketing materials.
  • The ability to sign up as many families as you’d like with no change to the monthly fee.

When you add one family charging a $10,000 annual fee, your return on investment will be 40.6 percent for the first year. You will also benefit from the experience of deepening the trust and loyalty of your clients when they see the well-rounded and dynamic care now that you can provide comprehensive "More Than Money" wealth planning.

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Contact Us
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    Call Us: (443) 857-7050

    Email Us At: info@aspida360

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