Wealthbox - #1 of Best Financial Advisor CRM Software

Wealthbox

Keeping in touch with the clients that collectively fund your portfolio is important in maintaining relationships with them, although not very financial advisor does this often enough for their liking. Phone number, physical address, and other information necessary to maintain proper customer contact information files. Look through streams of recent activity to see how your clients have one interacting with your organization. Files are tucked away safely on a cloud that Wealthbox, the best financial advisors CRM, meaning they will always have a backup unless explicitly requested by an administrator. Weatlhbox succeeds through its entirely customizable sales forecasts, and more importantly through workflows that tell each individual employee what they need to do at work, rather than delegating all work functions to all of them. Track opportunities and sort them based on how likely it is they convert into sales. No matter how big your clients' investments are you can't go wrong with Wealthbox.