10 Best Financial Advisors CRMs May 2017

#1 of 10 Top Financial Advisor CRM Software of 2017 - Wealthbox is a CRM designed specifically for financial advisors. The CRM's platform allows users to stay connected with their clients using tools such as automated workflows, task management, portfolio integrations and account administration. The platforms easy-to-use layout lets users efficiently scan data including emails, phone calls, financial information and files. Users can create customized data fields so they can capture the most relevant data related to each of their clients. Using the platforms drag-and-drop feature, users can quickly build their custom data fields with ease.

#2 of 10 Leading Financial Advisor CRM Software of 2017 - Junxure is a CRM app for financial advisors that actually thinks like a financial advisor. The program streamlines workflow, reduces IT overhead and it gives clients a high-level of consistent customer service. Junxure provides an integrated cloud CRM platform that allows financial advisors to streamline their operations and a central repository that helps advisors capture client demographics and economic data. The platform also helps financial advisors build a training program that best fits their firm's needs.

#3 of 10 Best Financial Advisor CRM Software of 2017 - Wealth Advisor CRM is a simple and comprehensive tool with two-way sync calendars and an easy-to-follow design. The two-way calendar allows you to schedule your appointments, so you never miss a client meeting or business function. The CRM gives you the option of syncing with your Outlook, Google or iCal calendar with your new finance CRM. Wealth Advisor's CRM offers a unique, responsive design that allows you to see all of your information on any device at any time.

#4 of 10 Leading Financial Advisor CRM Software of 2017 - Maximizer is a customer relationship management platform that helps financial advisors and other businesses build their brands. The platform offers a wealth manager CRM for financial services with preconfigured searches and dashboards built for contact information. The platform provides team-based task creation along with the ability to standardize those tasks with processes and workflows. Maximizer gives its users the ability to maintain up-to-date and complete client histories using sorting and categorization tools. Automatic audit trails allow users to immediately track all changes to any of their client's records.

#5 of 10 Leading Financial Advisor CRM Software of 2017 - Azure Path is a customer-relationship management software platform that helps financial advisors and other small business owners build their brands. This simple to use app allows you to easily import spreadsheets and links to your website's lead form while tracking all of your client's account activity. The app offers automated lead highlighting, so you know exactly which leads to contact. Enjoy automatic sales forecasting including guides with slides. The app also allows you to track important performance indicators in real time.

#6 of 10 Leading Financial Advisor CRM Software of 2017 - Advisor CRM is a client-relationship management system specifically for investment advisors. Built on the Microsoft Dynamics CRM platform, Advisor CRM provides a simple yet intuitive user experience with actionable intelligence. Investment Advisors must stay connected in today's information now world, and Advisor CRM helps them stay connected. Users gain immediate access to valuable account data with deep integration systems such as Advisor Rebalancing and Advisor CRM. The integrated applications allow users to immediately see a client's investment strategies, current revenue or available cash.

#7 of 10 Leading Financial Advisor CRM Software of 2017 - Satuit has proven to all of the companies that has used it that it is by far the best financial advisors CRM software program on the market. It has a few different products available to come with it, and currently, it is able to help with numerous different solutions. Some of the solutions that Satuit is able to provide are wealth management, white papers, private equity, hedge funds, institutional asset management, case studies, and funds distribution. Some of the products that companies can use are SatuitCRM, Executive reporting & portal, SatuitCRA investor portal, and Satuit2GO mobile app.

#8 of 10 Best Financial Advisor CRM Software of 2017 - Infusion Soft is an award-winning automated sales and marketing platform offering its customers the flexibility they need to focus on the success of their small businesses. Infusion Soft helps small business owners capture more leads and turn those leads into sales. The software also helps small business owners get in front of the right customers and provide them with an effortless e-commerce shopping experience. The company also offers success coaches that have years of expertise in the small business world.

#9 of 10 Top Financial Advisor CRM Software of 2017 - NexJ Systems has been catering to the needs of businesses and entrepreneurs for years and comes highly recommended due to their outstanding service. NexJ Systems provides customer relationship management solutions for customer process management solutions, financial services and insurance and customer data management solutions. The professionals at this firm are highly knowledgeable and experienced in a wide variety of financial matters and can provide you with the advice, tips and guidance you need to take your business to the next level. They are prompt, reliable and they make it a priority to attend to clients' needs. You will truly appreciate the way they conduct business.