Alexi: the tech-powered automated personal assistant making team building a joy and connecting with your clients and prospects a delight.

Alexi was specifically created for WFG/WSB agents to accelerate success and build big business.

Alexi works intuitively for everyone from Trainees to Builders, to help you build and grow your business.

Alexi brings team management, client management and prospect management together in one spot so you don’t have to worry about having your business activities scattered on different folders and on several devices.

Alexi makes inviting and registering prospects for financial literacy workshops surprisingly easy and an enjoyable experience for you and your prospects.

Alexi really has it all in here for you to build big!