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VirtGate Back Office

Explore our complete back office data-managing system.

VirtGate Back Office is a data management system used to process wealth and insurance business. It is a place to manage obtained documents, set reminders, run reports, log notes and client correspondence, and keep a proper client or investment record. Processing funds through VirtGate is quick and automated through FundSERV. There is no extra cost beyond the FundSERV transmission fees. Buy, sell, and switch orders can be placed through VirtGate and the client files, transactions, and commissions will automatically be importing and updated. VirtGate is also able to accept and support data integration from a wide variety of carriers and other management systems. We make the process of importing or exporting your data seamless, so you can save time and focus on your business.