Company Performance Metrics
- Shaurya Vasa: Chief of Graphics, Print & Web Designer
- Riju Pramanik: CTO
The number one killer of referrals is delay. AskMyAdvisor® eliminates delay with the OneDirectPath™ (ODP™). Our ODP is the AdvisorOneLink™, offered as DIY or DFY software. Advisors share their AdvisorOneLink™ only with their top 20 percent clients and top 20 percent advisors and their trusted circles.
Flow: click link, complete secure intake,
routed to the right action, confirm, advisor notified. Always on. Always working. No confusion. No delay.
Built for accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors. Products include aOS™, rOS™, cOS™, AdvisorOneLink™, and Advisor Inner Circle seats. Security includes encryption in transit and at rest, role-based access, and SOC 2 Type 1 with Vanta and Workstreet.
AskMyAdvisor® does not provide tax or legal advice. Users should consult their own professionals.
Live now: the Advisor Gift Kit, the Advisor Inner Circle, The AskMyAdvisor® Show Inner Circle Secrets, and the AskMyAdvisor® Newsletter Inner Circle Secrets. Coming soon: our book release.
One link. No delays. More referrals.
