Advisor CRM
Financial advisers have plenty to handle on their plates on a daily basis. The last thing in the world that they need to worry about is how well they are managing to keep their customers around. That is something that they can use technology to help solve. Advisor CRM is a software program made exactly for this type of thing. It promotes better client communications because it enables financial advisers to see which clients they need to contact and when. It helps them to visualize what plans of action must be taken at any given moment. That alone is a very big blessing. It is possible to store all kinds of information about clients in one place. You can look at see when they became a client, how much money they have tied up with you, what their investment goals are, and so much more. Definitely check this out if you are serious about your advising business.