Azure Path
Azure Path is designed specifically for individuals working in financial services that oversee the management of expensive portfolios, keeping relationships between yourself and your many trusted clients stronger than ever thought possible. Azure Path, often called the best financial advisors CRM, is simple for even the most technologically illiterate of portfolio managers to foster customers' happiness. Potential leads are added to a list on Azure Path's interface and sorted by important information like potential value of sales and your confidence of them actually following through. You're also prompted to carry out a few options in communicating with them, as Azure Path's complex mathematical formulas understand how to reach out to clients. Your collective portfolio is managed with this leading customer relationship management tool, as well, showing how much cash is available in total, how much it's grown, and whether you should seek immediate financing or place more cash in outside investments.