Maximizer
Maximizer is one of the world's best Financial Advisors CRM. With more than 100,000 clients around the world, Maximizer's customer relationship management software provides deep insights within the framework of an easy-to-use platform. The company's name is fitting, as they work to maximize their clients' productivity and flexibility with high-performance software and exceptional customer support. Maximizer's solutions for financial advisors provide easy data migration, complimentary webinars on a weekly basis, and unlimited technical support. Maximizer's financial clients include Hollis Wealth, National Bank, and Raymond James among others. The financial software offered by Maximizer allows practices to manage their employee performance by setting and tracking goals, syncing team resources to manage workflows, and access client information through mobile functionality. Another top feature of Maximizer's CRM is its range of client engagement tools which allow users to keep track of a wealth of client information at all times.