The Abacus Marketplace is an effective case management platform. Advisors are able to use the marketplace to actively track the stages of every case they currently have with Abacus, or do historical reporting on all activity.
Traditionally, advisors relied on reporting directly from life settlement providers or had to reach out directly for additional information on cases—now the information is available in real-time.
Clients can also interact with the marketplace directly for individual cases. Like advisors, clients that come to Abacus through any channel are now able to directly access their case and stay up to date during the entire process. The marketplace helps us facilitate a truly transparent life settlement process from the start, while empowering our clients with information quickly and efficiently.
Users can upload records or illustrations directly, track offers and bids, and communicate directly with their team at Abacus without ever leaving a single page.