Two websites and the custom CRM tools thousands of financial agents rely on every day.
The Miliare Group and Virtuity Financial Partners share one agent ecosystem. We designed and built both websites and the custom CRM tools behind them — from agent pipelines and client management to the day-to-day workflows their teams depend on.
Both firms help everyday families make sense of money — and both are built on a large network of financial agents who need tools that keep up with them.
The Miliare Group helps people make informed financial decisions by connecting them with licensed professionals who prioritize education and transparency — and helps people build a business of their own as a financial professional.
Virtuity Financial Partners focuses on financial education for families: helping them understand their options and build a plan that covers protection, retirement, education funding and legacy.
Descriptions drawn from each firm’s own website.
Two brands, one large network of agents — and a need for a public face and back-office tools that actually keep up.
Each site has to speak to two audiences at once: families looking for clear, plain-language guidance, and people exploring the opportunity to become a financial professional. Behind both brands, the agents themselves needed software shaped around how they prospect, onboard and serve clients — not a generic CRM they had to work around.
Two modern websites plus custom CRM tools tailored to how their agents work — designed, built and supported by one team.
A modern, education-first site that explains the firm’s approach in plain language and gives each audience a clear next step.
A polished, family-focused site with the same agent ecosystem behind it — calm, clear and built to explain before it sells.
Custom CRM tools tailored to how their agents prospect, onboard and serve clients — the day-to-day system thousands of financial agents rely on.
Every prospect and next step, in view.
Relationships and history kept together.
A consistent start, every time.
Shaped around how the teams work.
Schematic view. Agent and client data stays private, so no live screens are shown.
The websites and the CRM tools were designed together, so the public face and the back office work as one system for the same agent network.
Plain-language education, products and providers, and a clear way to reach an agent on either brand’s site.
A separate path for people interested in building a business as a financial professional.
Each website gives agents a direct way into their tools, so the public site and the back office stay connected.
Pipelines, client management, onboarding and daily workflows — in software built for how they operate.
Websites and software working as one system — owned by the client, not rented from a platform.
of financial agents use the CRM tools we built — every single day.
Both websites and the CRM tools were built by one team to work together across the same agent network.
Two modern websites that explain each firm’s approach clearly to families and to future agents.
CRM tools shaped around how agents prospect, onboard and serve clients — instead of forcing them into someone else’s software.
The client owns the websites and the software, with no platform lock-in.
Website design and development for both brands, plus custom CRM development for the agent network.
Tell us how your team works today. We’ll map the website and the CRM that fit it — free, no pressure, no lock-in.
