10 Best Financial Advisors CRMs February 2017

#1 of 10 Top Financial Advisor CRM Software of 2017 - Wealthbox is a customer relationship management software platform that is unlike many of its competitors. Instead of focusing on sales teams or networking opportunities, Wealthbox is instead geared mainly towards helping those in the financial industry. As a financial advisor's customer relationship management software platform, Wealthbox is able to help financial advisors better manage their data streams and collate their information for easy recall at a later date. This is an invaluable tool for traders and investment brokers who deal with large tracts of information and have difficulty in putting it all together at a moment's notice.

#2 of 10 Top Financial Advisor CRM Software of 2017 - Financial CRM software can be difficult to navigate, especially for those who do not have a lot of experience in the field. When individuals work with the professionals at Junxure, however, they have the opportunity to work with a CRM software system that thinks exactly like an advisor. It can provide you with all of the information and management options you need to improve your workflow, reduce your IT overhead and provide your end-users and clients with the consistent and high-level service that they deserve. It has never been easier to work with a suite of solutions that is customized to your specific needs.

#3 of 10 Best Financial Advisor CRM Software of 2017 - Wealth Advisor CRM has just been named the best financial advisor CRM in its class. Touted as being both comprehensive and easy-to-use, Wealth Advisor CRM can be set up within just five minutes. Rich with an expansive range of cutting-edge features, functions and capabilities, this dynamic platform allows for two-way syncing with iCal, Outlook and Google Calendar. Wealth Advisor CRM allows for customization of customer note categories, meeting locations, task categories, and more. All Wealth Advisor CRM plans come with 24/7 support. Moreover, additional users can be added at a nominal cost. Flexible, adaptable and scalable, this tool is just as useful for large-sized businesses within the wealth management industry as it is for standalone professionals.

#4 of 10 Leading Financial Advisor CRM Software of 2017 - Currently being hailed as the best financial advisors CRM solution, Maximizer is a powerful, flexible platform that makes it easy to boost sales, productivity and customer engagement. This tool is rich with next-generation features and functions that include sales opportunity management, advanced lead tracking, and accurate forecasts of revenues and sales activities. Companies can track all aspects of their sales pipelines with Maximizer while streamlining their marketing efforts through insightful, real-time reporting. Maximizer CRM additionally simplifies customer list management, customer segmentation, mass email campaigns, territory management, opportunity monitoring and more.

#5 of 10 Best Financial Advisor CRM Software of 2017 - Azure Path has recently been named the best financial advisors CRM in its class. This innovative platform boasts a broad range of dynamic features and capabilities that include an automated visual lead queue, seamlessly integrated reminders, the ability to add lead attachments via email, and more. Advisors can use Azure Path to track lead stages and touches, manage contacts and accounts, and establish individual and group assignments. Azure Path is designed to eliminate the potential for lost leads with automated lead follow-ups, produce accurate sales forecasts using historical insights, and provide constant contact integration. This software is flexible, scalable and incredibly easy to use.

#6 of 10 Leading Financial Advisor CRM Software of 2017 - There are a lot of reasons why someone or a company might need a CRM program that is centered around financial issues. When this need arises, it is imperative for companies to do research before making the final decision on CMR programs. According to all of the research that companies has done over the years, Advisor CRM is actually considered to be the best financial advisors CRM program available on the market. With this CRM program, some of the advisor services that comes with it are daily data audits, daily system uploads, account aggregation, compliance reporting, and daily position reconciliation.

#7 of 10 Best Financial Advisor CRM Software of 2017 - Satuit Technologies, Inc. has been nationally recognized as one of the most efficient client relationship management (CRM) cloud-based software companies. Satuit Technologies integrates four different software solutions that allow businesses to not only generate more revenue through their wealth management programs, but also retain current production levels by monitoring and improving client relations. This software ensures that your business's needs are always met by providing you with training classes, consultations, and even one-on-one intervention after installation. As the only CRM software that is WBE (women business enterprise) certified, their software is able to increase sales, maintain revenue, and reduce costs in the most effective manner possible.

#8 of 10 Best Financial Advisor CRM Software of 2017 - Infusionsoft is a sales and marketing automation platform that helps small business owners build their companies. The software helps users capture more leads and turn those leads into customers. The software also helps small businesses increase their conversion rates using a fully automated e-commerce shopping platform. The software helps users unlock powerful digital marketing tools that help companies save valuable time. The tools eliminate the need to constantly spend time working on mundane marketing tasks. Infusionsoft also offers users success coaches who provide expert training and consulting.

#9 of 10 Top Financial Advisor CRM Software of 2017 - Although there are a number of CRM programs on the market, NexJ Systems is considered to be the best financial advisors CRM program available. One of the things that makes this program the best of its kind is the fact that it can be used by companies from various countries all over the world. There are offices located in Toronoto, Ontario, Melbourne, Australia, Chicago, Illinois, and London, England, and at these offices, there are a number of trained professionals to help out their customers. Since its release, NexJ Systems has actually won a few different awards, including CRM watchlist for various years.