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.


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

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
Advisor in a meeting with a clien

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 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

The customer success people that we work with are phenomenal at keeping up with what we need, helping us and supporting us. We get very, very quick responses to our questions. They're helping us now to put all the content that we've got into these five levels so that individuals can have really personalized learning journeys within the App.

Anna Hiett Global Head of Sales Training / Finastra

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