Wealth Advisor CRM
Wealth Advisor CRM is a financial advisors CRM that features a clean interface and is intuitive to use. It two-way syncs your calendars to prevent you from missing appointments. The calendar can be synced with Google Calendar, iCal, and Outlook. Wealth Advisor CRM can be used on any device, allowing you to access it via mobile phone on the go. This customer relationship management software was designed with the goal of minimizing how often users need to click. All the information you need on a contact is available on their profile. Wealth Advisor CRM also features context-sensitive drop-down menus and tabs to minimize clicks. This CRM software enables you to track opportunities, mine your book, connect with clients, and integrate other apps. Mining lists in this software automatically update based on specified criteria as you add new contacts. Wealth Advisor CRM has three payment plans: basic, premium, and plus. They allow you to cancel, change, or upgrade at any time.