Benefits for Third Party Advisors

As a Third Party Advisor Communication is Crucial — Get Report Access!

As a Third Party Advisor Communication is Crucial – Get Report Access! 

Communication is crucial to Third Party Advisors. You typically don’t speak with clients every day and getting ahold of them for information can be tough sometimes. With Journey, you have a direct line of communication and direct access to what you need.

We remove the middleman and work directly with you because we understand efficiencies are everything. Along with this, you’ll have access to clients’ quarterly reports. Do you have multiple clients using Journey? Even better! With multi-client access, you can easily access each client’s reports right when you need them. Easy to understand reports remove the guesswork so you can find what you’re looking for without question!

A communication breakdown is frustrating. Let Journey remove the stress so you can learn how convenient direct communication can be!