Our mission is to offer the best way for Financial Advisors to grow, manage, and effectively capitalize on referrals within the institution.
Who’s behind it?
Refertrac is the brainchild of ex-financial advisor and tech entrepreneur Jeremy Tyler . After working as a financial advisor in one of the largest credit unions in Wisconsin for years, he noticed a very large piece of the puzzle missing. The piece missing was an easy to use platform that is specifically for the referral process within the institution. The lack of a structured system and process for advisors in institutions and the institutions themselves was making more work and less reliable referral processes.
Refertrac brings all the tools needed for financial advisors in institutions to receive and track referrals from “point of contact” to “one-click” reporting. Give Refertrac a test drive and see first hand what the buzz is all about.