Wealth Advisor CRM
Recently named the best financial advisors CRM solution, Wealth Advisor CRM is both thorough and incredibly easy to use. As feature-rich as it is simple, Wealth Advisor provides a visible and highly intuitive layout of the CRM platform that users can access at any time and on any advice. There is no need to pay extra money when using the mobile version of this cutting-edge software, given that mobile accessibility is an included benefit of belonging to cloud-based, Wealth Advisor CRM community. Wealth Advisor CRM has been designed to eliminate common training costs so that new users can start taking full advantage of this resource right away. The application has context-sensitive, drop-down menus, hotlinks and tabs to keep both errors and clicks to a minimum. Wealth Advisor cRM users can also take advantage of innovative, two-way calendars that can be quickly and easily synced to other, popular scheduling platforms for enhanced manageability.