Allego for Wealth Management

Master Complexity

Power up advisors in any market with the sales-readiness platform built for dispersed teams.

$1.6M New Revenue

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

Drive Performance for Remote Teams

Increase productivity and drive engagement with interactive video. Engage new hires, develop critical skills and drive faster results for your organization. Create and share win stories, competitive intel, and insider tactics from any mobile phone, tablet or laptop.

Modern Wealth Management Readiness for Today’s Distributed Teams

Train Efficiently
Train Efficiently

Equip advisors with the product information they need to deliver 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

Help advisors meet specific investment objectives and solve client 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 salespeople engaged and informed with rapid updates
Serve up deal-specific content at the moment of need
Communication

Arm Advisors with Consistent Messaging

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
Reduce time to productivity with targeted training

Instead of having to bring over a third of our reps back into the home office to re-certify, we were able to drive to a 100% success rate on the MFS Investment Process Story.

John Heroux Director of Learning and Development / MFS

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 need this kind of connection. Our main offices are in Greenwood Village, Colorado, but we have offices in Overland Park, Kansas City, Andover, Massachusetts, Milwaukee and Bangalore, India. We also have people working from home offices across the country. Allego makes them feel more involved and more connected. It brings people together.f

Jamie Cabral Senior Training Specialist / Empower Retirement

We quickly saw stronger, more consistent messaging throughout the newly combined field force as coaching interactions quadrupled from only once per month to once per week.

Jennifer Zimmer Assistant Vice President of Sales Training / Global Atlantic

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