Allego for Asset Management

Master Complexity

Power up wholesalers in any market with the knowledge-sharing platform built for dispersed teams.

$1.6M New Revenue

See how Ash Brokerage increased advisor engagement and won new sales.

Drive and Share Advisor Best Practices

Increase productivity and engagement with interactive video content. Assess competencies and deliver targeted skills training that keeps your people engaged. Take your team to peak productivity with the knowledge and confidence they need to win every deal.

Peer-to-Peer Sharing of the Strongest Asset Management Strategies

Increase Product Knowledge
Increase Product Knowledge

Equip wholesalers with the information they need to deliver clear guidance in a fast-changing world.

Certify Easily
Certify Easily

Achieve regulatory compliance to ensure consistent messaging and drive productivity.

Collaborate Seamlessly
Collaborate Seamlessly

Share market commentary, trends, strategic perspectives and in-depth analysis to guide investment decisions.

Manage Risk Effectively
Manage Risk Effectively

Allow wholesalers to meet specific investment objectives and solve advisor needs while minimizing risk.

Collaboration

Connect and Empower Client-Facing Teams

Share sales strategies and product positioning to gain a competitive edge.

Capture best practices and competitive intelligence right from the field
Foster peer-to-peer learning with interactive video
Keep wholesalers engaged and informed with rapid updates
Provide just-in-time resources for deal prep and product rollout
Wholesaler Communication

Arm Wholesalers with Consistent Messaging in a Rapidly Changing Market

Share high-impact insights to scale engagement with clients.

Reach clients with engaging video content
Build better relationships and speed time to sale
Deliver just-in-time content to handle objections
Create and share win stories and competitive intel

I can tie $1.6 million of additional revenue to Allego. And hard numbers aside, my wholesalers tell me that regularly seeing each other’s faces through the Allego videos helps them overcome the loneliness they sometimes experience in the field, and that they feel more connected to one another than they have in 20 years working together.

Mike McGlothlin EVP / Ash Brokerage

We’ve had 100% sales adoption with about 48,000 peer views on the platform in the first 12 months. But for me, the biggest impact is the behavioral and cultural shift that we’ve undergone in the organization.

Head of Learning and Development / Global Asset Management Firm

We’ve had tremendous success with Allego during the first 12 months in terms of cost-savings, sales effectiveness and scalability. There’s so much you can do with the platform and we are saving $170,000 annually by using it.

Anna Hiett Global Head of Sales Training / Finastra

Someone might come out of a meeting after saying something that worked really well, and they’ll create a quick video. ‘Here’s what I said, why I said it, and how the customer reacted.’ It’s a place where everybody on the team contributes. We were able to repurpose this content to build an engaging onboarding program in less than two weeks.

Pete Giliberti FMR. Director, Training & Sales Enablement / Qventus

See Allego in Action

Find out how you can deliver training at the moment of need, increase engagement and foster collaboration across your team. Request your demo today.

Demo Request