Give your printer a rest

Digitize your fact finding documentation

Stop giving your prospects homework

It’s the 21st Century and the world is now digital. Afterwork saves time for financial professionals by streamlining the fact finding process. Spend less time collecting physical documents, and spend more time developing deeper relationships.

Say goodbye to reading chicken scratches

Save several hours per client by digitizing your fact-finding discovery process. Why waste resources on producing hard copy documentation and unnecessary overhead manually converting these documents to digital.

Afterwork provides a browser-based questionnaire for your customers, which can be conveniently completed on their desktop, tablet, and even mobile devices.

Analyze your pipeline without manual data entry

Review current opportunities within your active pipeline along with other key metrics that make up your client base.

As your practice continues to grow there may be areas of specialization that yield a higher return per customer at a lower cost per acquisition.

Understanding the highs and lows of your earnings

For commission based professionals, tracking the volatility of earnings could prevent financial turmoil while contributing to long-term goals.

When the timing of commissions collected may not be streamlined, knowing that you are reaching your targets could be a major stress reliever.

Comp
Goals

A tool for the financial professionals

Afterwork provides planning tools for financial professionals as well to ensure they reach their goals throughout their career.

Setting goals has never been easier in the financial industry, professionals can track their commissions to ensure they are generating enough income.

Goals

Features available

Issue questionnaires
Multiple themes available

 

Organize pipeline
No more filing cabinets
Income tax calculator
Calculate discretionary income

 

Analyze opportunities
View trends to determine specialization
Integrate 3rd party tools
From file uploads to meeting calendars

 

Summarize close rates
Review average monthly sales cycle

Sign up for the Beta Release

Afterwork is launching before the end of the year. Enter your contact details below to be a beta user.

$59/month per user (14 day free demo)

Each additional broker within your team will pay a reduced rate of $49/month.

Features available


Issue questionnaires
Multiple themes available


Organize pipeline
No more filing cabinets


Income tax calculator
Calculate discretionary income


Analyze opportunities
View trends to determine specialization


Integrate 3rd party tools
From file uploads to meeting calendars


Summarize close rates
Review average monthly sales cycle

Sign up for the Beta Release

Afterwork is launching before the end of the year. Enter your contact details below to be a beta user.

$59/month per user (14 day free demo)

Each additional broker within your team will pay a reduced rate of $49/month.

Join our beta list for discounts and early access to our platform

Select your area of expertise

Join our beta list for discounts and early access to our platform

Select your area of expertise