Incentify for Advisors
Manage your clients’ credit and incentive portfolios with customizable workflows and advanced reporting capabilities. Uncover new C&I opportunities with the incentives discovery tool and join our advisor network to connect with prospects.
Stay competitive with Incentify
Get a complete picture of your entire client portfolio and share results in real-time with transparent workflows and reporting tools. Keep client data secure and connect with new companies all on one platform.
Incentify partners with advisors to help you with portfolio management and incentive discovery. We are a technology provider that works with, not against, C&I advisors.
Manage all your client engagements in one place
Centralize
your clients’ portfolios to bring visibility across your entire client base and stay on top of tasks, deadlines, and audits.
Manage
access across your team and clients to keep information confidential and secure while sharing real-time reports and assigning tasks.
Standardize
workflows and analytics so you can spend more time on client relationships and less time aggregating documents and building reports.
Find new credits and incentives
Explore
the powerful database of credits and incentives to present new opportunities to your clients and continue adding value.
Streamline
your research process to focus on keeping your current clients happy and seamlessly add new clients into your workflow.
Optimize
your discovery strategy and continue to build your expertise by location, program, or jurisdiction.
Identify opportunities for your clients
Incentify visually matches clients with advisors based on location and jurisdictional expertise. Advisors receive work orders defining the scope of the assessment and use the discovery engine to uncover opportunities.
With Incentify, advisors will receive notifications with site information, scope of work, and relative documentation to perform a full assessment of potential incentive opportunities for their clients.
Join the Incentify Advisor Network
Incentify brings together companies, specialty advisors, and technology to help customers collaborate and engage in the discovery of credits and incentives.
Connect with prospective clients looking for advisors with your program or geographical expertise.