10 Best Financial Advisors CRMs October 2016

#1 of 10 Top Financial Advisor CRM Software of 2016 - BPM Online CRM is one of the leading IT solutions for financial institutions all over the world. This is a platform that gives financial experts plenty of tools to analyze data and optimize profits. BPM Online CRM can also be used to attract new clients who are interested in making investments and building financial portfolios. This software can be hosted on a cloud network that delivers cyber security and other essential features. It's important for financial firms to secure their data on the web. Cloud technology gives users the peace of mind that's needed in a cyber world that is full of hackers.

#2 of 10 Leading Financial Advisor CRM Software of 2016 - Founded in 2012, OroCRM is a customer relationship management software that allows multi-channel companies the flexibility and customization of an open-source application which not only puts personalized customer experience first, but also provides an intuitive interface. OroCRM's accounts and contact management helps companies move leads and opportunities through their respective sales funnel, all while providing a 360° analysis of the potential or existing customer. Furthermore, their sales and marketing dashboard focuses on performance, helping to drive strategic actions.

#3 of 10 Best Financial Advisor CRM Software of 2016 - Using the latest algorithms and working with the latest business practices, Junxure is a powerful CRM system that provides professionals with the utility they need to excel. The software is designed to think the way an advisor would, and it is invaluable for business owners who are interested in optimizing their workflow at a comprehensive pace. The system can help reduce IT overheard, coordinate with employees and even provide clients with consistent services pertaining to the business itself. Any business owner can put the system to work, and the benefits are noticeable as soon as the system is configured to the business.

#4 of 10 Best Financial Advisor CRM Software of 2016 - Wealth Advisor CRM provides comprehensive customer relationship management software to clients in the financial sector. It centralizes client notes, has a trade blotter where frequently used companies can be found, and also features a two-way calendar. This software meets compliance standards, and does a great deal to simplify life for financial advisors. There is also a mobile version of this software available, at no extra cost. Wealth Advisor CRM is well-known as the best financial CRM software around.

#5 of 10 Top Financial Advisor CRM Software of 2016 - Maximizer CRM is software that helps financial advisors interact with their clients and maximize their profits. It gathers together all contact information, documentation and interaction history in one place. It saves time and helps a company personalize their interactions with clients. Maximizer is flexible and customizable. It can grow as a business grows. Information stored in the platform is extremely secure. It is kept in secure data centers, and employee access and usage are monitored. The software encourages customer loyalty by combining customer service, sales and personalized marketing in one package. Maximizer has been used by Hallmark, National Bank and Glenmark.

#6 of 10 Leading Financial Advisor CRM Software of 2016 - Azure Path's flagship product is an automated lead management system, a software suite which allows for effortless sales forecasting, trend analysis, and business insights. The product helps to eliminate the possibility of lost leads as well as a need for endless calculations. This system is suitable for sales representatives, managers, and the finance departments. Those interested in this application can get access to a demo and a free trial. The company is based in Durham, New Hampshire.

#7 of 10 Leading Financial Advisor CRM Software of 2016 - When it comes to promoting your financial business, you probably know just how essential it is to build strong relationships with your customers and potential customers alike. After all, when it comes to people's money, many people do a lot of shopping around before they make a final decision. This is why you need a good CRM software program that you can use to help you track and market your business to these customers. Advisor CRM is a good CRM software program that is designed specifically for the financial industry. This makes it the best choice for businesses like yours, since it is designed specifically to suit your needs.

#8 of 10 Top Financial Advisor CRM Software of 2016 - Satuit Technologies provides technology solutions for private equity firms, hedge funds, wealth managers, institutional asset managers, and funds. Among its flagship products is a Customer Relationship Management software, Satuit CRM. It allows for better customer relations as well as reporting automation. There's also SatuitCRA, a secure investor portal which allows for delivery of content to clients. Satuit Technologies, Inc. is based in Braintree, Massachusetts. The company also has offices in Salt Lake City and London. Overall, Satuit serves clients in 35 countries.

#9 of 10 Leading Financial Advisor CRM Software of 2016 - Infusionsoft offers CRM software to small businesses that streamlines the data discovery process by consolidating customer data in to one simple database. The software automatically adds and stores key customer details that are easy to extract in order to guide marketing and tailored leads through segmentation. Busy companies can find and submit customer information and send customers emails while on the go with a mobile application. Infusionsoft also includes organizational tools, such as a centralized calendar system to help track customer contacts and create tasks with new customer input.

#10 of 10 Top Financial Advisor CRM Software of 2016 - NEXJ Systems provides Customer Relationship Management (CRM)systems for financial advisors and other clients. In addition, their Customer Process Management (CPM) software allows for client onboarding and Know Your Customer (KYC) compliance. It also helps with advisory services. There's also a Customer Data Management (CDM) module which allows for better compliance and digital transformation. NEXJ Systems is based in Toronto, Canada, and serves clients in North America, Europe, and Asia Pacific regions. The company focuses on the areas of wealth management, corporate and commercial banking, capital markets, and insurance.