10 Best Financial Advisors CRMs January 2017

#1 of 10 Leading Financial Advisor CRM Software of 2017 - Wealthbox is a customer relationship management (CRM) system designed for financial advisors. It is web-based, secure, and simple enough so it requires no training. Its many features include contact management, activity streams, calendar events, file storage, mobile app, task management, automated workflows, opportunity tracking, advanced reports, portfolio integrations, and account administration. Wealthbox is a product of Starburst Labs, a company with offices in New York City and Providence. Now, financial advisors can check the system for free for 30 days.

#2 of 10 Leading Financial Advisor CRM Software of 2017 - Junxure is a customer relationship management (CRM) system designed for financial advisors and other professionals. It comes with integrated cloud platform that helps to streamline operations as well as a central repository to capture client demographics, documents, and financial data. It also comes with secure access and has a mobile-friendly application. This software easily integrates with multiple portfolio management and financial planning systems, and with various document management applications. Now, it is possible to try it free for 30 days.

#3 of 10 Leading Financial Advisor CRM Software of 2017 - Weslth Advisor CRM software packages offer the features that financial advisors need to conduct business. You can track opportunities for potential clients and have their contact information readily available. Tracking and obtaining phone numbers and other important correspondence can be done using the easy to use practice management tools Wealth Advisor provides. The easy to use interfaces and tools help advisors to track tasks, customize the companies and products you use in your Trade Blotter and assign categories for notes. You can schedule meetings and connect with your clients with two way syncing with Microsoft Outlook.

#4 of 10 Best Financial Advisor CRM Software of 2017 - The Maximizer is one of the most efficient and reliable Customer Relationship Management (CRM) software since 1987. It has built-in flexibility. Therefore, you can choose the best method that suits your company as situations change in the course of time. The Maximizer has multi-level security system that ensures your customer data is highly protected in Tier IV data centers. All your data will only belong to you and none else. Moreover, the software also has an all-inclusive CRM that is fully integrated with sales, marketing, and customer service tools. Therefore, you can deliver personalized experience and maintain customer loyalty.

#5 of 10 Best Financial Advisor CRM Software of 2017 - AzurePath is a user-friendly customer relationship management (CRM) system that is simple to set up and use, and which tracks all client account activities, automatically highlights leads, gives insights and trends, and does sales forecasting. Other functions include constant contact integration as well as the ability to import data in batches. Overall, this system automates many business processes, making it simpler and easier for users to run their businesses. Now, it is possible to try AzurePath CRM for free.

#6 of 10 Leading Financial Advisor CRM Software of 2017 - Advisor CRM is a customer relationship management system developed for financial advisors by Envestnet Tamarac. Advisor CRM is complemented with Advisor View. The whole system is web-based and gives independent advisors a complete view of their businesses including information about clients, portfolio analysis, flexible reporting, and billing capabilities. Another module in the package, Advisor Rebalancing, assists in portfolio construction as well as strategy development, either active or passive. Furthermore, it simplifies the trading process by adhering to investment strategies, restrictions, account settings, and tax sensitivity.

#7 of 10 Best Financial Advisor CRM Software of 2017 - Satuit Technologies' customer relationship management system (CRM) is designed for financial staff, specifically buy-side investment professionals such as asset managers, private equity companies, wealth managers, and hedge funds. This CRM system tracks clients, prospects, activities, and interactions. It also streamlines client reporting processes, automates many functions, reduces errors, and saves time. Satuit CRM is suitable for mobile applications with real-time access to appointments, sales opportunities, and client data. The software is easy to use and can be installed on servers or implemented as a cloud solution.

#8 of 10 Top Financial Advisor CRM Software of 2017 - InfusionSoft is an award-winning automation software that allows salespeople and marketers to capture more leads, improve conversion rates, master e-commerce, manage sales processes, and save time. Currently, 125,000 users benefit from it while running their businesses. Whether you want to say good-bye to mundane tasks, provide a superior online shopping experience 24/7, easily manage whom you follow, get in front of people who want to buy, or never miss an opportunity, this system is designed to meet these needs.

#9 of 10 Leading Financial Advisor CRM Software of 2017 - NexJ Systems provides enterprise customer management solutions for wealth managers, capital markets, corporate and commercial banks, and insurance companies. There's customer relationship management(CRM) module as well as customer process management (CPM)one. These two modules help manage various customer relationships and business processes related to them. There's also a third module, customer data management (CDM), which delivers holistic views of customers across different lines of business and regional data silos. NexJ Systems already serves some of the largest financial and insurance companies with this software.