Wealth Advisor CRM
Wealth Advisor CRM is a program that is easy to get started with and is self-explanatory in most instances. Files are easy to view, and the information that is presented is displayed in a manner that is easy to understand. Set goals for the month, viewing graphs and timelines of how much more you need to make to reach those goals and how the money will be spent once the goal is reached. Schedule meetings and send information to potential leads who could help with meeting your financial goals. Any changes or updates that need to be made are done automatically so that you can concentrate on the business.