10 Best Financial Advisors CRMs

#1 of 10 Leading Financial Advisor CRM Software of 2017 - Wealthbox is a Customer Relationship Management (CRM) software package that provides a streamlined approach to collecting and accessing customer data. Though the first version was released in the first quarter of 2014, Wealthbox has quickly climbed the list of best Financial Advisors CRM application. This swift rise in usage stems from a simplistic and intuitive design built for collaboration and integration. Wealthbox also boasts an impressive list of features including Contact Management, Automated Workflows, Opportunity Tracking, and Advanced Security measures. Wealthbox is also available as a mobile platform. This keeps all necessary information with advisors to increase positive contact interaction.

#2 of 10 Best Financial Advisor CRM Software of 2017 - Award-winning CRM has everything in the right place. The best Financial Advisors CRM allows you to organize, visualize and act upon your valuable accumulated customer information. See the difference and gain an advantage over other wealth advisers with the best CRM. While some CRM has one award from one organization, Junxure (http://www.junxure.com) has a broad range of awards from various organizations. Its system is easy to understand, easy to implement and powerful. You can choose either the offline or online version. Its scalability means it will grow with your needs. Use the targeted interface to fine tune your results.

#3 of 10 Leading Financial Advisor CRM Software of 2017 - Paper file cabinets just don't cut it nowadays. They cannot search themselves and valuable information remains hidden. Get out of the dumb paper file cabinet and turn to the smart CRM digital solution. The best Financial Advisors CRM makes you competitive with the big boys. Today, people want answers in real-time. As they are speaking to you on the telephone, your customers expect you to outline every detail of their account plus what is available for investment. Get the smart data solution with Wealth Advisor CRM (http://www.wealthadvisorcrm.com). When you have smart data, you can deliver smart customer responses in real-time.

#4 of 10 Best Financial Advisor CRM Software of 2017 - The best financial advisor will take his limited resources and maximize their potential. Your clients expect the best customer service. The best Financial Advisors CRM helps you deliver the best return on investment (ROI). You can enjoy all-in-one online CRM with the Maximizer brand. You can track each contact and communicate with them using a searchable, centralized address book. You can improve your email marketing and resolve cases faster. Improve your productivity. Automate your sales and improve customer service. Maximizer (http://www.maximizer.com) has graphs, reports and a dashboard delivering quick snapshots of your customer data.

#5 of 10 Leading Financial Advisor CRM Software of 2017 - Azure Path believes simplicity is the key to growth and success. This belief shines brightly through their Customer Relationship Management (CRM) software solutions by being easy to use and providing easy to understand reporting. It is easy to integrate into business processes and highly customizable. The intuitive interface shows the attention to client needs. With a sleek and modern appearance and more features for a lower cost than several competing CRM software packages, Azure Path easily claims their spot on the list of best Financial Advisors CRM software solutions.

#6 of 10 Best Financial Advisor CRM Software of 2017 - As a leading Client Relationship Management system for Investment Advisors, Advisor CRM help deliver differentiated client experiences designed to help you excel in a socially connected world. It aims to be simple and intuitive with both a mobile and desktop version of the software available to users. The software uses an Integration Hub focused on rebalancing, performance reporting, third-party integrations, and portfolio accounting to place all of the important client data you need in one convenient place. This slows you the implement actionable ideas into your client processes easily and efficiently to maximize the results you see from customer contact and marketing.

#7 of 10 Top Financial Advisor CRM Software of 2017 - Satuit Technologies has been providing CRM solutions for financial advisors since its founding in 1994. Currently, Satuit has offices in Braintree, MA, Salt Lake City and London with customers in 35 countries. It received an award for being one of the top 100 women-led businesses in Massachusetts. Satuit Technologies offers CRM software that allows financial advisors, hedge fund managers and other financial professionals the ability to track client accounts and keep abreast of the needs of their customers. Satuit products are available as either premise based or cloud based solutions.

#8 of 10 Best Financial Advisor CRM Software of 2017 - How can you keep up the go-go world of modern finance? Global financial markets are open 24/7/365 and your customers want immediate solutions. The best Financial Advisors CRM gives you the tools, you need to deliver in a pinch. When you have 125,000 users - like Infusionsoft does - you must be doing something right. You can gain automatic, personalized follow-up with the award-winning Infusionsoft CRM. Capture more leads, increase conversion rates and master e-Commerce with "the next solution you have been looking for" - Infusionsoft (http://www.infusionsoft.com/). Since 2001, Infusionsoft has been delivering CRM solutions in real-time.

#9 of 10 Best Financial Advisor CRM Software of 2017 - The way that financial advisors survive is by having customer-friendly personalities. They need to bring people in and convince them that they are in fact looking after their best interests. This is most easily accomplished by having great CRM systems to make the job that much easier. NexJ Systems is one way to help show people that you are the real deal and want to help them. It is a CRM software product that helps generate more business in the long run. It does this by helping keep track of everything from appointments to the phrases that a client has used in the past. By using this, even an average financial advisor can start to see results.