KonnexME to you
and you to the world

Cross-platform, mobile-friendly software services to
help you and your financial advisory firm succeed.

Your advisory's digital foundation

KonnexME, LLC is a compliant technology platform that provides you with an unparalleled ability to connect with your clients.

It’s the infrastructure and support you need to excel and your clients need to achieve financial independence.

Secure and dependable digital solutions

Virtual Advisor

Proprietary total business management system (TBMS) to help you drive sales, marketing and services...Plus, access the system anywhere, anytime, with its robust online functionality.

Explore the features

Virtual Marketing

Dedicated hands-on marketing team to work on your behalf to help you stay in touch with your clients and prospects.

How we can help

Generational Vault

Virtual "safety deposit box" for your clients to store important documents and memories and Internet-based tool offering a comprehensive view of your clients' complete financial picture.

See what's inside

Email Syncing

An email client that provides the ability to sync email hosts like GoDaddy, Gmail, Outlook, Yahoo!, and others through our email application.

Watch our video

Connecting You With Your Clients

Automate your practice today.