Welcome to our reservations platform for managing and tracking your financial seminars. We give each user the seminar tools to help make their next seminar a successful one. Edge is our answer to a seminar reservation platform and analytics tool in-one. Our platform includes essential call center functionality along with event management tools with at-a-glance analytics.
Seminar Dashboard
Analytic Charts
Robust Roster Management
We integrate with Redtail and LeadCenter.AI
Financial Seminar Services has partnered with Redtail Technology and LeadCenter.AI to bring you effortless control over your seminars.
By synchronizing seminar reservations, attendee data, and event tasks across these platforms, we provide a seamless experience for financial advisors, planners, and professionals involved in seminar organization.
Discover how our integrated solutions can elevate your seminar experience and streamline your operations!
View our joint press release here.
Want to learn more?
Fill out our form below to schedule a demo today!