Jive Integration with Advisor Metrix


Jive and Advisor Metrix have joined forces to offer the best business intelligence and communication software system for financial professionals. This integration allows you to seamlessly connect your firm’s phone system with Advisor Metrix, lowering office costs while delivering personalized customer experiences to your clients.

Jive Advisor Metrix Integration
advisor metrix integrated phone system Jive Communications

Win and retain clients with an integrated phone system.

When a client calls your office, the Jive/Advisor Metrix integration pushes that customer’s vital information to your computer screen. View detailed and summarized client and household views before you even answer the client’s call.

Streamline costs while enjoying enterprise-grade features.

Outfitting your office with a modern phone system can set you back thousands of dollars. Jive offers the latest phone features with little to no upfront capital costs, and 80+ voice features come standard with no activation or licensing fees.

advisor metrix jive features

advisor metrix call routing Jive Communications

Control office call routing from the web without an IT background.

Jive’s cloud-based phone system is easy to manage, with a graphical online interface that’s simple to update in real time with a few clicks of a mouse. Manage your phone system from any computer, and make calls from your mobile device or desktop.