Accelerate collaboration to differentiate your practice and gain a competitive edge
Onsite or remote, Incentify guides you every step of the way.
Sync your organization with forecasting and data intelligence with Incentify’s training and support
Efficient and branded collaboration drives more personalized customer experiences
Advisor module
Manage admin process on behalf of clients and automate business unit functions
Custom analytics and reports on book of business
Project specific system, analytics, fees, performance, etc.
Branded experience
Stay on brand by customizing the Customer welcome experience, notifications, interaction
Roadmaps and global compliance hand-off
Guide customers post hand-off following advisor engagement
Personal Service Provider portal
Market and promote services on theOIX.com to our audience in our SP directory
Referral relationships
Revenue share and re-seller agreements available based on your organizations preference
Guided process and support ensures your success
Incentify’s seamless onboarding process, training, and support will get your team onboarded and your C&I portfolio on track in no time. From implementation planning meetings to helping define your objective and rollout needs, your customized system can be imported seamlessly.
For those moments of additional clarity, Incentify’s team can be onsite or remote to step you through documentation and help achieve your data and incentive goals.
Monthly and annual packages starting at less than $80/day
Incentify scales based on your needs — packages available from $25,000-$250,000 annually or $2,500 payable monthly.