10 Best Financial Advisors CRMs April 2016

#1 of 10 Best Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM deepens your relationship with your clients. Find all the pieces to the puzzle. Use BPM Online CRM to display charts and graphs to find out how you can improve customer satisfaction. The BPM Online CRM (https://www.bpmonline.com/) is a process-driven system allowing you to visualize your sales and contacts on bright, colorful dashboards. The intuitive system uses easy-to-recognize toggles, buttons and keys to help your sales force reach their goals. It is easy to plug in the data and see the results. BPM Online CRM is available at the App Store, Google Play and Windows Store.

#2 of 10 Best Financial Advisor CRM Software of 2016 - Protect your client's wealth with the simplest Financial Advisors CRM in town. The Wealthbox is elegantly-designed for financial advisors who demand the best. This Web-based system does not require any complicated training regimen. "Simple, yet powerful" is the pedigree of the Wealthbox CRM. You can create a free account on the website at (http://www.wealthbox.com). Display your Contact Management, Task Management, Activity Streams and Portfolio Integrations using your smart phone. Data importing is easy. This CRM has been been promoted on Forbes, Reuters and Morningstar. Schedule a live demo with Amber to get started.

#3 of 10 Top Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM is a client portal providing reporting, managing and documentation services. You can choose from the on-site or cloud-based Junxure options. This scalable solution changes as your business changes. You can get help on-site with the CRM and workflow solutions provided by Junxure. The cloud-based Junxure Central Repository stores your documents, images and demographics providing easy access by your entire corporate network. Watch a demo by visiting the Junxure website at (http://www.junxure.com). Junxure has won the "Fuse 2015 Best Automated Workflow Improvement" along with other prestigious awards.

#4 of 10 Leading Financial Advisor CRM Software of 2016 - Find all of the opportunities to create more wealth using the best Financial Advisors CRM. Wealth Advisor CRM is a mature system allowing you to access all you need in real-time. The learning curve is very low with this easy-to-use Financial Advisor CRM. Set up only takes 5 minutes. During your busy work schedule, you can keep everything in its proper order using the Wealth Advisor CRM. View the Dashboard, Calendar, Prospects and Clients with two-way syncing. You can view cancellations and avoid misunderstandings. Watch a demo to get started by visiting the website at (http://www.wealthadvisorcrm.com).

#5 of 10 Best Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM can be used to turn a failing business around. Perhaps, you purchased a firm with low sales. The Maximizer CRM can reveal leads and help you increase your revenue. Reinvigorate your sales team. At times, you might be missing one piece to your jigsaw puzzle. The Maximizer CRM lays out all of the data in easy-to-read charts, graphs and reports for your perusal. Maximize your return on investment (ROI) by choosing the best deployment of your sales staff. Review the success stories at (http://www.maximizer.com) and watch a valuable demo of the notable features.

#6 of 10 Leading Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM increases the accuracy of your forecasting. Once all of the data is at your fingertips, you can make more informed decisions. Use Azure Path to view "Accounts," "Leads," "Trends" and "Forecast." "Pain Free Data Entry" is offered by the Azure Path. You can add, edit or update your accounts with one-step processing. This sales rep friendly system can be learned in just five minutes. The system works on your phone, tablet or computer. Automate forecasting and keep your leads current with Azure Path (http://www.azurepath.com).

#7 of 10 Best Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM does not have any extraneous or unnecessary features. The Tamarac Advisor CRM software uses intuitive, actionable intelligence to provide accurate data, so advisors can make real-time decisions. The advisor can use the software to deliver a more personal experience reflecting each client's risk tolerance. The Tamarac Envestnet at (http://www.tamaracinc.com/Advisor-CRM.aspx) is a web-based client relationship management system using the stable Microsoft Dynamics CRM platform. You don't need to worry about unproven infrastructure when you need to respond to the latest financial news. The Tamarac Envestnet is also available on your mobile devices delivering anywhere financial data.

#8 of 10 Leading Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM increases your employee efficiency by providing fast, accurate data in real-time. The Satuit CRM allows you to enrich client experience for wealth management, institutional asset management and funds distribution. You can avoid the guesswork when you know the data intimately. Great colorful charts allow users to view trends in three dimensions. The Satuit2Go option allows you to turn your mobile phone into a powerful data processing monster. Streamline the client reporting process, automate redundant functions and lower your error rate with this agile CRM software solution. Call 888-SATUIT1 for more information.

#9 of 10 Top Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM is used by the top entrepreneurs in the world. The Infusionsoft CRM is a great way to organize your sales and marketing campaigns. You can view the contact information, marketing schedules and revenue growth all on one chart. Entrepreneurs can use the innovative Infusionsoft CRM like a personal secretary. Before an important meeting, they can review the character traits of each participant. Increase the effectiveness of your email campaigns with the agile software that professionals prefer: Infusionsoft. Read more about the best Financial Advisors CRM - Infusionsoft at (http://www.infusionsoft.com/).

#10 of 10 Top Financial Advisor CRM Software of 2016 - The best Financial Advisors CRM can help with financial services, insurance and customer data giving you the holistic vantage point. Check business, industry and regional data silos to compare the best practices. The NexJ Systems deliver mobile, CRM functionality. Enjoy the customer-centric view delivered by NexJ Systems. Enterprise data stores are displayed using this best-of-breed Financial Advisors CRM. The NexJ Systems at (http://www.nexj.com) allow you to track key work flows through the entire customer life cycle. NexJ Systems is a strategic partner. NexJ Systems won the "CRM Expert 2014 Value Matrix" Award from Nucleus Research.