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KonnexMe

A total business management system for financial services professionals.

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KonnexME is a business management system for financial services professionals that brings client relationships, case preparation, and document storage into one platform. It connects contacts, leads, workflows, and appointments, while supporting connected email, digital marketing, and office workflows behind a single sign-on.

Its main components include the Virtual Advisor app for client and business tracking and client-facing reports across phone, tablet, and computer; Case Central, where a case preparation team analyzes client data to produce proprietary reports; and Generational Vault, a secure online storage space for clients' financial and non-financial documents. The platform also provides business and client insights.

KonnexME is available to financial services professionals writing business through Gradient Financial Group and its member companies. Access is offered through a demo request, with support provided by staff based in the company's corporate office.

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