Wealth Advisor CRM
Do you need a financial advisor CRM platform that lets you customize the dashboard to suit specific needs? With Wealth Advisor CRM, you can decide which products and customers to include on your view panel. The software is designed for the busy professional who has millions of tasks to handle and not a lot of time. It allows users to connect to customers by providing access to all kinds of data like important dates, notes from meetings, and preferences. You can also get records of previous communications. With one-click integrations to MailChimp, Outlook, and LaserApp, users can sync their contacts and calendars, which helps with scheduling. When new data is entered into any of these platforms, it updates automatically to your Wealth Advisor dashboard. Track opportunities for your financial company by keeping up with your customers and their interests. Look at a contact’s relationships and identify areas where you can generate business. Wealth Advisor CRM has no learning curve.