Thrive With Our All-In-One Sales & Marketing Platform
This is the undeniable choice for financial advisors who want to automate and manage every stage of the sales pipeline, all in one place.
Built for Advisors, By Advisors.
Royal Connect Replaces the core functionality (and costs!) of all this software:
0
+
Prospects Through Our Process
0
+
Hours used to build out
0
/7
Support
Build Your Exact Campaign
Automate Your Follow Up
Every lead you generate becomes a new opportunity here
This is the best “All-In-One” platform built to manage your leads & entire sales pipeline from front to back. It will also allow you to integrate your calendar, your appointments and so much more!
Built for Advisors, By Advisors.
Built for Advisors, By Advisors.
New Features Added Regularly
Appointment Automation
Reputation Management
Lead and Client Nurture
1000's of hours of research
Save Time
Customize
Available on all Platforms
Prevent Lead Rot
Includes Personalized Advisor Lead Page!
Includes Your
Booking Link!
Optimize Your Process
We've spent thousands of hours building and consulting with other advisors so you don't have to...
Opportunities
Unlimited Pipelines
User Management
Contact Manager
Funnel Builder
Calendars
What Our Customers
Are Saying?
“Coming from a software background, I love what you guys are doing with the financial industry! You guys take care of the follow up, while I teach and acquire clients.”
Jon F.
Advisors Excel
“Love the back end set up! I am somewhat smart in tech and I can tell they have put a ton of time in development here. Makes it easy!”
Michele H.
USA Retirement