Be the First to See the New Advisor Tools We’re Showcasing at Channel Partners

Faster, smarter tools to help you win deals more efficiently

Advisors don’t need more disconnected tools. They need a faster, smarter way to find prospects, guide discovery, compare providers and solutions, show value clearly, and move deals forward.

That’s exactly what we’ll be showing at Channel Partners 2026 April 13-16, 2026 in Las Vegas.

At the AppDirect booth, you’ll get a closer look at a new suite of advisor tools designed to solve some of the biggest challenges advisors face today, including: slow manual workflows, delayed expert support, difficulty expanding into new categories, and limited visibility into rates, SPIFFs, and sales resources.

Together, the new tools you can explore at Channel Partners create a more connected workflow inside the Advisor Portal so you can research, discover, recommend, and sell with more speed, accuracy, and confidence.

If you’ve ever had to dig through outdated spreadsheets, hunt for the latest provider incentives, wait on internal experts for answers, or piece together customer-ready materials at the last minute, these demos are for you.

This isn’t just a set of standalone features. It’s a connected advisor workflow: learn the category, prospect the customer, guide discovery, compare providers, present professionally, and sell with confidence.

Solving advisors’ biggest pain points

Many advisors are still spending too much time on work that should be easier:

• Finding current rates

• Tracking down SPIFFs

• Pulling together provider comparisons

• Profiling prospects

• Building polished materials

• Learning to sell a new category fast enough to sell it with confidence

Those delays add up. They slow the sales cycle, create uncertainty, and make it harder to compete, especially when you’re trying to expand your business or go deeper with existing customers.

All the sales and marketing tools on a single advisor portal

The new Sales and Marketing Tools are built to change that by offering a fully integrated suite within the Advisor Portal that helps advisors work more efficiently from start to finish. Rather than forcing advisors to jump between disconnected resources and manual processes, this suite brings key tasks into a more unified workflow. With the right capabilities built in, the platform helps advisors move faster, work with more confidence, expand into new categories, and create more opportunities for growth.

See demos of the full suite of new advisor tools at Channel Partners

If you want to see how advisor selling is getting faster, smarter, and more connected, stop by and see us at Channel Partners where we’ll be demonstrating all seven of our new advisor tools. Experts will also be on hand.

AppDirect Academy: Ramp up faster in new categories

Breaking into a new solution area can be one of the biggest barriers to growth. Advisors want to expand, but it’s hard to sell confidently when you’re still learning the language, the use cases, and the customer pain points.

The AppDirect Academy helps close that gap by giving advisors training and educational resources that make it easier to build knowledge and sell in new areas with more confidence.

At Channel Partners, see how the AppDirect Academy supports advisors:

• Get up to speed faster

• Strengthen their category knowledge

• Prepare for more informed customer conversations

• Expand into unfamiliar areas without needing to be an expert on day one

This is especially valuable for advisors looking to grow wallet share by selling across more categories, not just the ones they already know best.

Customer Prospector: Spend less time searching and more time selling

Too often, prospecting is manual, fragmented, and time-consuming. Advisors lose valuable selling time digging for customer information instead of engaging qualified opportunities.

Customer Prospector is designed to help advisors identify and profile customers and prospects more efficiently, making it easier to start the sales process with better context and better targeting.

The value here is simple: when advisors can profile prospects faster, they can start better conversations sooner. That means less time assembling information by hand and more time focused on outreach, discovery, and recommendations.

At the booth, we’ll demo how Customer Prospector fits into the larger advisor workflow and helps create a stronger starting point for the sales process.

Provider SPIFFs: Stop missing incentive opportunities

When incentive information is hard to find, advisors can miss out on potential earnings. Provider SPIFFs give advisors easier visibility into active incentives, helping them quickly identify current opportunities instead of hunting through scattered documents or outdated information.

For advisors, that means:

• Faster access to current SPIFF information

• Less guesswork around promotions and incentives

• Better visibility into earning opportunities

• More confidence that they’re not leaving money on the table

This is one of the clearest examples of how the new tools reduce friction in day-to-day selling. Instead of digging for information, advisors can get to it faster and use it while deals are still active.

Provider Rates: Get rate transparency without the spreadsheet chase

Few tasks slow advisors down more than searching for accurate provider rate information across disconnected files and aging PDFs.

Our provider rates tool addresses that pain point by giving advisors faster access to commission rate information.

That matters because better visibility into rates helps advisors:

• Validate what they’re earning

• Reduce confusion around payouts

• Avoid relying on outdated documents

• Make faster business decisions with more confidence

At Channel Partners, we’ll show how our provider rates tool helps remove one of the most frustrating manual steps in the advisor workflow.

Provider Comparisons: Make clear, trustworthy recommendations

When customers are evaluating options, advisors need a clear and professional way to compare solutions. Without this ability, recommendations can feel slower to build, harder to defend, and less polished in front of the customer.

Provider comparisons help advisors evaluate options side by side so they can guide decisions with more clarity and confidence.

The benefit is not just speed, it’s credibility.

With stronger comparisons, advisors can:

• Present options more clearly

• Support recommendations with more confidence

• Reduce manual comparison work

• Help customers make decisions faster

This is the kind of tool that helps advisors show up as the expert, especially in competitive deals where the ability to explain differences clearly can influence the outcome.

Solutions Assessments: Guide discovery and uncover the right fit

Discovery is where strong sales motions begin. But when advisors don’t have the right structure for customer conversations, it’s harder to uncover needs, qualify opportunities, and steer customers toward the right solutions.

Solutions assessments helps advisors guide discovery in a more consistent and interactive way, making it easier to understand customer needs and move toward more personalized recommendations.

In practical terms, this helps advisors:

• Ask better questions

• Identify customer pain points earlier

• Structure discovery more effectively

• Connect needs to the right solution path

This is also a powerful tool for advisors selling into newer categories. Combined with the Academy and provider comparisons, solutions assessments create a smoother path from learning to discovery, and on to recommendation.

Marketing Toolkit: Show up with polished materials that help close deals

Even when advisors know what to recommend, they still need customer-facing materials that make the conversation easier and more credible.

The AppDirect marketing toolkit helps solve that problem by giving advisors ready-made resources they can use to engage customers professionally.

That means advisors can spend less time creating materials from scratch and more time moving deals forward with:

• Pitch-ready assets

• Customer-facing materials that look professional

• Resources built to support sales conversations

• Faster follow-up after discovery and recommendation

At Channel Partners, we’ll show how resources in the marketing toolkit helps advisors translate insight into action with resources that support real selling moments.

What this means for advisors

Rather than forcing advisors to jump between disconnected resources and manual processes, this suite brings key tasks into a more unified workflow.

These tools matter on their own. But the bigger story is how they work together.

This isn’t just a set of standalone features. It’s a connected advisor workflow: learn the category, prospect the customer, guide discovery, compare providers, present professionally, and sell with confidence.

What advisors can expect

• Shorten the sales cycle: Move from prospect to recommendation faster with guided tools and ready-made resources instead of digging through spreadsheets or outdated documents.

• Win more deals: Show up as the expert with professional materials, side-by-side comparisons, and personalized recommendations customers can trust.

• Expand into new categories with confidence: Ramp up with Academy training, then use interactive assessments and provider comparisons to sell in unfamiliar areas without needing to be an expert on day one.

• Maximize earnings: Instantly find commission rates and active SPIFFs so you always know what you will earn from each sale.

Come see for yourself at Channel Partners

Come by our booth (#1938) to see how having all the right tools in one place means less time searching and more time selling.

Stop by our booth to:

• See live demos

• Meet our sales, product, and support teams

• Explore growth opportunities

• Talk strategy for 2026 and beyond

Register for Channel Partners and use the code APPDIRECT to save.

Want to book time with our team in advance? Schedule a meeting.

Read our related blog, for more that we'll have on offer at Channel Partners, including tools and products to help advisors and providers scale faster through unified lifecycle management, AI-powered sales tools, and the industry’s largest multi-category technology catalog, all from one platform.