Powered by Salesforce.com, Voya SmartWorks gives you the technology you need to seamlessly run your business, whether you’re in the office or on the move. With Voya SmartWorks, you can manage customer relationships, set up birthday and anniversary reminders, track sales and more—all from your desktop, phone or tablet.
Designed with financial advisors in mind, this wealth management platform lets you make block trades, build and manipulate models, track manager performance, manage multiple strategies in one account, and more.
Voya WealthSolutions includes:
- Morningstar® analysis reports
- MoneyGuidePro® marketing campaigns and resources
- Document imaging