Azure Path
Meet the ideal customer relationship management software for financial professionals. Conveniently lump your clients' purchasing preferences, contact information, purchase history, outstanding accounts receivable, financial goals, and much more with Azure Path. Working as a financial advisor by one's self or in a firm both benefit heavily from having a complete client profile at hand. Even if one has never met the client in question, an employee can communicate with them and connect on a personal level. Making notes of personal information disclosed by the client and discussing it later helps build strong relationships. Wouldn't you feel closer to a financial firm who asks how your life is doing? One can transfer their saved information to any computer or mobile device with Azure Path's software installed. Azure Path doesn't require clients to sign lengthy, expensive contracts. Lock in your price forever without signing a contract - pay by the month.