Wealth Advisor CRM
Wealth Advisor is a customer relationship management software designed for financial professionals. Its two-way syncing prevents users from missing appointments, while its functional CRM calendar is simple to use. The system has a unique responsive design and is mobile friendly. Users are able to track opportunities, connect to clients, mine their books, automate marketing, customize their trade blotters, and perform other advisor-related business functions. This software integrates with Microsoft Outlook, LaserApp, and MailChimp. Wealth Advisor CRM is available on a subscription basis in Basic, Premium, and Plus versions, depending on a number of users. Interested parties can request a free demo.