Why Advisors Provide Debt Management Services with Optivice

Level-up your client services and advice.

Helping advisors guide clients towards effective debt management, improved credit, and more financial opportunities.

Why Optivice?

Not an expert on debt? No problem.

Optivice does all the work for you from pulling in debt data, providing important client insights, helping improve client credit scores, and finding optimal loan and refinance opportunities.

Attract and Retain More Clients

Are you ready to stand out as an advisor who makes an impact on your clients financial lives? Optivice empowers you to attract clients at the precise point of taking their wealth-building journey to the next stage.

Be the trusted partner that leads them through debt and into wealth, becoming a magnetic force drawing in clients by increasing their finances – while increasing your referrals.

Don't Miss a Key Piece of Financial Planning

As a financial advisor, it’s your fiduciary responsibility to delve into every nook and cranny of your clients' outstanding debts and loans.

Why? Because debt isn't just a number—it's a thread woven into every financial decision, from cash flow to retirement dreams. Gain a complete, accurate, and up-to-date view of your clients' debt data so that you can make informed decisions.

Improve the Client Experience

Optivice takes you beyond the ordinary, giving you the power to actively help clients overcome challenges to reach their financial goals. Receive important insights on your clients’ debts, loans, and credit scores, making you their trusted advisor who provides a proactive client experience brimming with touch-points.

Reach the Next Generation of Clients

Engage and empower the new wave of clients. They're building their success, and debt is their companion on this journey.

Guide them through student loans, auto loans, mortgages, auto loans, and credit card debt to gain their trust early on and foster lasting relationships long into their wealth building days.

Unlock New Revenue Streams

Regardless if you're a flat fee or AUM-based advisor, integrating debt management services into your offerings provides additional revenue streams.

Whether you include debt management in a subscription-based pricing structure, offer it as an enticing add-on, or free up additional capital for investments, Optivice allows you to optimize your earnings.

Get started today!

Book a demo to see how Optivice can help you attract and retain more clients while elevating your client service.

We Integrate with Your CRM

Optivice has a two way sync with your CRMs, Redtail and Wealthbox, which makes getting started a breeze and prevents the need for any manual data rekeying.

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