Wealth Advisor CRM
Combining a wealth of features with a simple, intuitive interface, Wealth Advisor CRM is the preferred customer relationship management software of many in the financial industry. With an attractive design that combines desktop and mobile functionalities, Wealth Advisor CRM ensures that users have access to the client information they need at all times. Wealth Advisor CRM's two-way sync calendars make it easier than ever to stay on top of appointments and can be linked with Outlook, iCal, and Google Calendars for simple migration. The CRM's mobile version is included at no additional cost; you receive the complete function of the software at one low monthly price. Wealth Advisor CRM's tracking and analysis functions ensure that you're always aware of possible sales and don't miss out on a single opportunity. Additionally, Wealth Advisor CRM is integrated with programs like Microsoft Outlook, MailChimp, and LaserApp.