10 Best Financial Advisors CRMs August 2017

#1 of 10 Best Financial Advisor CRM Software of 2017 - Wealthbox is a customer relationship management software package that has helped countless financial advisors to keep track of their most valuable data. When it comes to managing finances, data is incredibly valuable, and that's why it's important for advisors to have a high quality software platform that they can trust. In addition to providing a wide range of analytical tools, Wealthbox is also somewhat unique in that they have a strong focus on providing cloud-based functionalities to their software platforms. This means advisors can access their software, and their data, from virtually anywhere in the world.

#2 of 10 Top Financial Advisor CRM Software of 2017 - Junxure is a customer relationship management software platform that is mainly aimed at helping financial advisors to keep track of all of their various data tracts. By properly managing these various collections of data, Junxure is able to analyze it and deliver it back to clients in an easily accessible format. In addition to helping financial advisors to manage their data, Junxure is also well equipped to help companies and individuals to keep track of information related to potential customers. As a result, Junxure is one of the top customer relationship management software platforms on the market for financial advisors.

#3 of 10 Top Financial Advisor CRM Software of 2017 - Wealth Advisors CRM makes it easy for clients to get access to top-notch financial advisors solutions with a small investment of time and money. In fact, this user-friendly interface can be set up in as little as 5 minutes. One of the unique aspects that sets Wealth Advisors CRM apart from other CRMs is this software was created by wealth advisors with other wealth advisors in mind. This CRM solution offers 4 tiers of services that are easily affordable for any user. Wealth Advisors CRM is customizable and flexible. It can be integrated with other types of software.

#4 of 10 Best Financial Advisor CRM Software of 2017 - How much of your day slips away on tasks that you don't need to be dealing with? That is what Maximizer can help you to avoid. It is a CRM software product that helps you make the most out of your day. Scheduling meetings, bringing in new business, and just keeping customers happy. These are just a few things that financial advisors have to deal with on a regular basis. Maximizer can take away the responsibility for some of these things. That leaves you free to spend more time on other tasks that you care about. Maximize your day with the software program known as Maximizer.

#5 of 10 Best Financial Advisor CRM Software of 2017 - Azure Path provides management solutions for busy professionals and organizations. Users can manage finances, leads and sales teams from one easy-to-use portal. Features of this CRM include tracking emails, notes, reminders, payments and customer contacts. On this CRM, users can set targets, track performances in real time, export reports to Excel, forecast sales using multiple currency types and analyze cash flow. Azure Path can be easily integrated into Dropbox, Google Drive, Box, email and website forms.

#6 of 10 Best Financial Advisor CRM Software of 2017 - Founded in 2000 and headquartered in Seattle, WA, wealth managers and independent advisors have been relying on Financial Advisors CRM to deliver as a leading provider of integrated, performance reporting, web-based portfolio rebalancing and customer relationship management software. Serving more than 800 RIA firms, they manage over $500 billion in assets and provide investment solutions for advisors managing less than $10 million to investments over $10 billion. They understand the importance of advisors who need solutions for delivering differentiated client experiences. In addition, their software solutions are built on the trusted Microsoft Dynamics CRM platform. Advisor CRM delivers all of that and more.

#7 of 10 Leading Financial Advisor CRM Software of 2017 - Satuit is the best financial advisors CRM. The software is extensive, providing many features to those in the financial advisory business. Advisors can look forward to obtaining leads, nurturing them, and converting them into customers. It makes it easier to get more information on the go, as well. Satuit is based in the cloud, providing convenience to anyone who has an internet connection. The team has a firm grasp on what financial advisors need, which is why the CRM software is popular.

#8 of 10 Best Financial Advisor CRM Software of 2017 - Infusionsoft helps with customer relations management with customer tracking software that will help you learn details about your customers, like their purchases and conversations with you, to help you better connect with them. It will also help you create personalized messages and give your customers excellent customer service. Infusionsoft helps create individual files of your customers that include their contact information, purchase history, and interactions with your brand. It will also manage and organize your data that will help automate your business. Infusionsoft also provides marketing segmentation, and calendar and task management, all while being accessible through your mobile device.

#9 of 10 Leading Financial Advisor CRM Software of 2017 - Customer information is important to financial advisor perhaps more than any other profession. This is why the NexJ Systems software is exactly what one needs. It collects data from customers and keeps it all in order. It can help an advisor set up a schedule for meetings with clients. At the same time, it will show which customers are the most loyal to your practice. NexJ Systems works for busy financial advisors who may not otherwise have the time to set up an elaborate schedule of meetings with their clients. This is one of the best features of the whole software system.