Wealth Advisor CRM
Wealth Advisor CRM is a product that tracks opportunities, connects to clients, manages trade blotters, and allows users for better mining of their books. The software delivers client opportunity alerts on dashboards and accesses notes from previous calls, meetings, and reviews. It points out birthdays, important dates, and preferences. As new data is added, the mining lists renew on their own, pointing out emerging client needs. Lists of prospects, clients, review meetings, and assets under management can be easily accessed via this CRM. Wealth Advisor CRM can be accessed via desktops as well as mobile devices for quick access wherever the users needed the data and analytics.