Wealth Advisor CRM
The simplicity of the Wealth Advisor CRM is its biggest upside because it negates the need for a company to train its workers. First-time users will have no problem navigating through the drop down menu and tabs. The software has hotlinks included to reduce the number of clicks and consequently errors. Its two-way sync calendar boosts customer management by letting advisors keep up with meetings and appointments. Even when a manager is away, the calendar provides updated information in case of any changes like a cancellation. The application syncs to events on Google Calendar, Outlook, and iCal. Wealth Advisor CRM is built with a responsive design, which allows users to view on different devices. Financial advisors can keep up with their asset management on mobile, which is convenient and cost-effective. The web-based tool has a customization function to cater to the distinct needs of a user. Prospective buyers can request a live demo to test run what the software can accomplish in terms of customer relationship management.