10 Best Financial Advisors CRMs July 2017

#1 of 10 Best Financial Advisor CRM Software of 2017 - Wealthbox is a system that wealth advisors use for their customer relationship management needs. It is web-based, secure, and doesn't require much training to use. This system is composed of such features as contact management, activity streams, calendar events, file storage, automated workflows, task management, opportunity tracking, portfolio integrations, and advanced reports. There's also a mobile app so users can access it from anywhere. Wealthbox is owned by Starburst Labs, a company based in New York City. Now, it is possible to try this CRM system for free.

#2 of 10 Best Financial Advisor CRM Software of 2017 - Financial advisors rely solely on forming strong relationships with their customers. The fact is that if they do not manage those relationships, they will end up without any customers left. Junxure is a CRM program for financial advisors. It is a program which uses all of the latest in customer management to help form and maintain relationships with clients. The software just makes the process a little bit easier for the advisors to get the clients that they need set up with all of the best relationship management. Think about this and consider getting Juxure to help manage clients and gain new business.

#3 of 10 Best Financial Advisor CRM Software of 2017 - If you are a financial advisor you are almost certainly aware of the importance of keeping the clients happy. They are essentially the ones that pay your salary because you rely on their repeat business. As such, you can take comfort in the fact that Wealth Advisor CRM exists. This software program is designed specifically with financial advisors in mind. They are treated to great tools that help them keep all of their clients happy and returning. The bottom line is that those who use this software often fare better than those who do not when it comes to dealing with their clients.

#4 of 10 Top Financial Advisor CRM Software of 2017 - People often go to a financial advisor based on word of mouth. They hear that someone is good from a friend and they take this trusted advise with them to go see this individual. It may or may not turn out to be true, but this is typically how things go. Given this reality, consider using Maximizer to keep all of your clients happy. It basically helps you manage the relationships that you have with clients so that you always know where you stand with them. That means you can focus more time on this individual relationships and making them work out.

#5 of 10 Leading Financial Advisor CRM Software of 2017 - The quickest way to make money as a financial advisor is to keep the clients you have happy. If they are happy with the service you are providing to them, then you can rest assured that you will have a steady stream of business coming from them time and time again. In order to manage this consider using the Azure Path financial advisor CRM. This is a great way to keep everyone in balance. You can take notes on individual clients so you will remember what their concerns are, what they told you, and how you can better serve them in the future. They are bound to appreciate this.

#6 of 10 Leading Financial Advisor CRM Software of 2017 - Tamarac delivers CRM solutions for investment advisors. By using this system, investment professionals get access to detailed client data such as contact details, revenue numbers, and available money for investing. The system integrates with other applications to do performance reporting, portfolio accounting, rebalancing, and other things. Tamarac can also be accessed on the go via mobile devices. This way, needed information is available from anywhere. Tamarac is part of Envestment, Inc. This company is listed on the New York Stock Exchange and is headquartered in Seattle, Washington. It has been founded in 2000.

#7 of 10 Leading Financial Advisor CRM Software of 2017 - Satuit CRM is a leading software for customer relationship management. Its benefits include an ability to easily capture client and deal information. Moreover, complex relationships can be tracked and legal/compliance workflows created. Other features include travel planning, email marketing, and reporting for clients and investors. The system is available in mobile version as well, and it also integrates with other apps such as Outlook. Satuit Technologies is a company serving the financial industry and is headquartered in Braintree, Massachusetts.

#8 of 10 Best Financial Advisor CRM Software of 2017 - A financial advisor would be well served to use CRM software at all times. It will provide them with the ability to see the relationships they have with their various clients and foster those relationships into something special. That matters because everyone wants to feel like they are an important client. If they feel this way then things will go a lot smoother in the long run. Given that, Infusionsoft is the brand to trust when it comes to CRM software for the financial sector. Consider it as a possibility for your own particular customer relationship management needs in the future.

#9 of 10 Leading Financial Advisor CRM Software of 2017 - NexJ Systems is a software company headquartered in Toronto, Canada. One of its specialties is a Customer Relationship Management (CRM) system for financial and insurance businesses. This system helps when it comes to getting to know the customers better, both for business and compliance reasons. Users get access to comprehensive customer views, relationship modeling, and lead management to assist in sales. There are other modules as well. These include Customer Process Management (CPM) and Customer Data Management (CDM). All these modules are designed for specific businesses such as wealth advisors, corporate and commercial banking, capital markets, and insurance.