Maximizer
Keeping a lot of information about clients in one's head is both unrealistic and probably not very helpful. It is difficult to remember tiny details about each individual you come in contact with as you start to expand your practice. This is why it is so critical to have something like Maximizer to help you remember everything you need to know about the client. Maximizer allows the financial advisor to access their client's information no matter where they are. This is because it can be pulled up on a laptop, desktop, tablet, smartphone, or any other connected device. With that information in hand, the advisor can quickly bring back into focus whatever details about the client they might have otherwise have forgotten about. Also, they can add new information as they receive it from the client. This means that their files are always kept up to date, and they never have to worry about going back to a client a second time to find information they should already know.