The RightBRIDGE Opportunities module allows a financial professional to search through his/her book of business and find specific types of sales opportunities and the clients that are a good fit for the selected opportunities.
The system returns all of the clients that meet the criteria selected in the Quick Search in the form of a call list. This list is complete with all the information on each opportunity. Opportunity Reports can also be printed from the system.
Through the Opportunities module, a financial professional can easily rank and sort through the best sales opportunities in his/her book of business and determine how to best follow-up.