Advisor CRM
Advisor CRM is a financial advisors customer relationship management software that helps you deliver differentiated customer experiences. You can provide a simple and intuitive client experience by using Advisor CRM. It has deep integration with Advisor Rebalancing and Advisor View. This gives you access to important account data from Advisor CRM. Examples of key account data you can view from Advisor CRM include clients' investment strategies, available cash, and revenue numbers. Portfolio accounting, portfolio rebalancing, and performance reporting from Advisor Xi Suite can all be integrated with this customer relationship management software. Other applications you may use for document management, electronic form submission, and financial planning can be integrated with Advisor CRM too. This software is scalable to fulfill the needs of any RIA. Unlike most other CRM software, Advisor CRM has consultants who work with you to configure client filters, reports, dashboards, and workflows. It helps you quickly get started and set up the software in a way that works best for your business.