We provide your advisors with CE courses and credits that are approved nationwide and throughout all designation boards.
Present advisors with CE credit for webinars, videos, whitepapers, and all your other educational content.
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Wholesalers have an advantage over their competitors when offering voucher / discount cards.
Learn moreOur system makes it easy to download reports and track instructors with your internal or 3rd party management systems.
➤ CRM Integration
Request weekly data feeds that can pull information to have the ability to input into your firm’s internal or third-party CRM using SFTP.
➤ Dynamic Reports
Downloading reports and detailing exactly which events advisors attended is uncomplicated with BOLA.
➤ Manage Instructors
Track active instructors.
