10 Best Financial Advisors CRMs March 2017

#1 of 10 Top Financial Advisor CRM Software of 2017 - Wealthbox is a customer relationship management software platform that is designed for use by financial advisors and other individuals in the finance industry. Wealthbox has managed to achieve this specialization by working closely with actual financial advisors, in order to ensure that their platform effectively provides all of the services that are necessary to a financial representative's success. As a result of this singular focus, Wealthbox is one of the most competitively priced options for anyone in the finance industry who is in need of a customer relationship management software platform.

#2 of 10 Best Financial Advisor CRM Software of 2017 - The streamlined workflow process and the central repository are the most popular features of the Junxure CRM software platform. Junxure's applications are specifically designed to help financial advisors maintain their clients' contact information and access it easily. A big benefit of this CRM software platform is its secure online access that allows for a single source for both advisors and their clients. The targeted interface is very useful with existing portfolio management systems. Training and support are available so advisors can learn how to utilize the tools and applications of the CRM system more efficiently. Junxure also provides data migration services.

#3 of 10 Top Financial Advisor CRM Software of 2017 - Over the years, there have been a number of CRM software programs released out onto the market, but most of these programs are specialized for certain industries or people. According to current reviews of CRM programs, Wealth Advisor CRM is actually considered to be the best financial advisors CRM software program, available on the entire market. There have been a lot of different types of companies that have found this program to be useful, and it has a lot of other features available that other advisor CRM software programs don't have.

#4 of 10 Top Financial Advisor CRM Software of 2017 - Maximizer CRM is a customer relationship management software. The tools provided include sales force automation, forecasts for pipeline revenues, full access to contact information with a single view dashboard, automated marketing campaigns, analytics, and other functions. There's also a version designed for financial advisors. The software can be accessed via desktops as well as mobile devices. Data is stored in the cloud for easy access from anywhere. Now, this CRM can be tested for free. Maximizer has been in existence since 1987, and currently 120,000 professionals use it.

#5 of 10 Leading Financial Advisor CRM Software of 2017 - AzurePath is a customer relationship management application that is simple to set up and easy to use. It tracks all client activities, automatically highlights leads, provides insights, shows trends, and forecasts sales. It works both for individuals and teams. Other features include individualized insight dashboards, team and individual assignments, lead attachments via email, and integrated reminders. Now, this app can be tested for free. AzurePath has been founded a decade ago and is based in Durham, New Hampshire and Washington, D.C.

#6 of 10 Top Financial Advisor CRM Software of 2017 - Advisor CRM has a number of different features for the people who choose to use it as their CRM program. Due to the excellent results that it has actually gotten for those who have used it, it is actually considered to be the best financial advisors CRM program on the market. There are also a lot of other outsourced services that Advisor CRM have apart of, and some of those services are daily system uploads, daily position reconciliation, compliance reporting, graphic design support for PDF report branding, account aggregation, and billing & administration.

#7 of 10 Leading Financial Advisor CRM Software of 2017 - Satuit is a customer relationship management software for buy-side investment professionals such as institutional asset managers, wealth managers, private equity, and hedge funds. The system tracks prospects, clients, interactions, and activities. There's also client reporting feature, which automates reporting, thus saving time and eliminating errors. It is also accessible on mobile devices for on-the-go access to crucial client data. The developer of this powerful application, Satuit Technologies, has offices in Massachusetts, Utah, and London (UK).

#8 of 10 Best Financial Advisor CRM Software of 2017 - Infusionsoft is automation software that’s built exclusively for small business. This software will help your business master e-commerce, improve conversion rates, capture more leads, and manage the sales process. Infusionsoft offers 5 different packages and a Kickstart package for all new customers. In addition to these packages, Infusionsoft provides one-on-one consulting, group training classes, downloadable guides, and webinars. With this software, the small business is able to spend less time working deals and more time closing them. Infusionsoft is software that can help a small business grow and become a powerhouse industry.

#9 of 10 Leading Financial Advisor CRM Software of 2017 - NexJ Systems provide enterprise customer management solutions. The software modules cover customer relationship management (integrated desktops and contact center), customer process management (client onboarding, KYC, advisory service), customer data management (digital transformation, customer insights, compliance, consulting services), and an enterprise application platform. This software is suitable for wealth management and private banking, corporate and commercial banking, capital markets, and insurance. The system also helps with automation of various stages in the customer life cycle.