10 Best Financial Advisors CRMs June 2017

#1 of 10 Top Financial Advisor CRM Software of 2017 - For those that are looking for a way to help people achieve their financial goals, becoming a financial advisor can be a great option. When you are a financial advisor, one of the challenges will be keeping all clients and prospects organized. To get help with this, all people would benefit by getting the software provided by Wealthbox. Wealthbox is a leading CRM software, which is ideal for financial advisors and professionals in related fields. The Wealthbox CRM program operates on a cloud-based software system, which allows a user to access it from anywhere in the world, which makes sharing it ideal.

#2 of 10 Top Financial Advisor CRM Software of 2017 - With over 15 years in business, Junxure has consistently provided financial advisors with a high-quality customer relationship management system. Junxure CRM is not your average software. It has the capability to reduce IT overhead, operate like an advisor, reduce workflow and deliver a positive client experience. The primary features of Junxure CRM are its secure online access, targeted interface, integrated cloud system and central repository. The CRM architects at Junxure understand that managing the finances of wealthy clients is a challenging business. For that reason, they have created a CRM software system that makes the job easier. Developed by a CEO who is also a wealth manager, Junxure's products include ClientView Live, Junxure Mobile and Junxure Cloud.

#3 of 10 Best Financial Advisor CRM Software of 2017 - Managing customer relations with wealthy individuals does not have to be difficult or time-consuming thanks to the Wealth Advisor CRM. This innovative CRM solution features mobile access, a user-friendly interface and software integrations. With Wealth Advisor CRM, users can track opportunities, connect with clients and customize their trade blotters. The best part about this CRM is it only takes a few minutes to get started. When customers sign up for this CRM, they are contributing to a greater cause. Each month, Wealth Advisor donates a portion of its proceeds to Charity water to support clean water solutions.

#4 of 10 Best Financial Advisor CRM Software of 2017 - Maximizer is a customer relationship management system that is web-based. It integrates well with marketing, sales, and support functions. In addition, it contains analytics tools. There's also a mobile CRM version so it can be accessed anytime and anywhere. Now, it is possible to try this advanced CRM software for free. Maximizer is used for daily business tasks in multiple industries such as consultancy, construction, financial services, healthcare, higher education, manufacturing, media, and real estate. It is a successful product as there are 1.6 million licenses issued to 120,000 businesses.

#5 of 10 Best Financial Advisor CRM Software of 2017 - Azure Path is one of the best financial advisors CRM programs available today. Integrate email, phone, physical mail, and other forms of communication in Azure Path's interface. This CRM program does not require painful data entry tasks by your employees as it gathers contact and other info from all nooks and crannies of your workplace's computers. Azure Path is markedly easy to get acclimated to, even for those unfamiliar with computers, to help your communication efforts accelerate as quickly as possible. Follow up and finish all leads with the outstanding customer communication benefits that the best financial advisors CRM program offers, Azure Path.

#6 of 10 Top Financial Advisor CRM Software of 2017 - This is a financial company which specializes in integrated, web-based portfolio rebalancing and performance reporting. They also design customer relationship management software for individual financial advisers. That software helps over 800 smaller financial advisers run their businesses more efficiently, achieve greater business scale, and improve profitability for themselves and their clients. Tamarac's clients manage over half a trillion dollars in assets for investors. The company was founded in 2000 and is headquartered in Seattle, WA. Their method is to combine top-notch investment specialists with technicians to build Evestnet, a tool which helps smaller investment companies grow faster and more efficiently.

#7 of 10 Best Financial Advisor CRM Software of 2017 - Satuit is the best financial advisors CRM programs for any financial servicer. Understand what clients want and how to market to clients based on average demographic and financial profiles with Satuit. Generate automatic reports about interactions with clients to learn how to better market new opportunities to them. Satuit is even available on a mobile app to facilitate keeping in touch with clients while at home or on work trips. This financial advisors CRM program helps you perform better by using a number of automated reports that eliminates pesky manual data combing by employees. Get ahead with Satuit on your firm's side.

#8 of 10 Best Financial Advisor CRM Software of 2017 - Infusionsoft offers a cost-effective way for financial advisors to seamlessly monitor their interactions with current and potential clients. As a sales and marketing solution, Infusionsoft is embedded with features that edge out its competitors. If CRM customers need support for the software, Infusionsoft offers an array of opportunities for customers to get the help they need. This support includes training classes, on-site implementation, elite business education, coaching opportunities and user groups. For customers who do not require hands-on assistance, Infusionsoft provides the opportunities to enhance their skills with webinars, guides, blog articles and training guides.

#9 of 10 Best Financial Advisor CRM Software of 2017 - NexJ Systems is an enterprise customer management solution for wealth managers, corporate and commercial bankers, capital markets, and the insurance industry. The suite contains customer relationship management (CRM) module as well customer process management (CPM) module that handles tasks related to advisory services, client onboarding, and "Know Your Customer" compliance. There's also customer data management (CDM) module enabling digital transformations, customer insights, and data management consulting. NexJ Systems is based in Toronto and has clients in North America, Asia, and Europe.