Way Financial

For Way Financial members, the Way Financial App is your key resource for enhancing your financial services business. It offers a full range of features designed to support your professional growth, including client and professional networking, business operation optimization, and compliance management.

Note: Use your Way Financial Login credentials to access the app. For new memberships, a physical verification process is required. Please contact us for further details.

With Way Financial App you can:
Resources & Tools: Access and organize materials for advisors, perform life insurance needs analysis, compare term life rates, and explore fund options.
CRM Features: Manage client relationships with apps for client profiles, mapping, scheduling, daily reports, and tracking opportunities and commissions.
Document Management: Search and handle documents, journals, and mailing labels, and manage compliance, CE credits, and contracts.
Communication & Integration: Send secure emails, engage in office chat, and transfer data to third-party CRMs.
Support Tools: Manage client records and documents, stay updated with industry news, access comprehensive guides and training materials, create internal manuals, and handle support requests.

Download the Way Financial app today.