Azure Path
Automated lead management is great for helping enterprising wealth managers to track their client's performance. A lot can change in one day. The best Financial Advisors CRM can respond in real-time to changing financial markets. Azure Path offers "effortless forecasting, trend analysis and business insights." You can organize your Accounts, Leads, Trends and Forecast. At times, a client wants a snapshot response of how his portfolio is doing. Azure allows you to do this. The screens are quite easy to read with plenty of white space, good use of colors for highlighting and insightful graphs. You can also track your Touches - communications, actions or interactions - with the client. The best Financial Advisors CRM places a wealth of information at your finger tips. You can get a Free Trial by visiting the website at (http://www.azurepath.com).