Capture important client demographic and financial information in one place
Manage workflow to ensure tasks are communicated and completed
Create helpful internal reports and attractive reports for your clients
Enjoy basic and advanced search functionality, along with customized search criteria
Reliably capture client financial data from top technology providers
Timothy Admire - CISO & Managing Partner, Director of Operations - Willow Creek Wealth Management
Whether you’re advanced or starting fresh, you can get up and running in no time with wealth management's most powerful CRM solution.
Per User/Month | Billed Annually
“With digital advice becoming a viable option to serve smaller accounts, advisors in Independent Financial Partners’ (IFP) network asked for the ability to offer the option,” says Chris Hamm, its...
Are you still using a legacy on-premise solution for your CRM? I get it, you're nervous about a number of things. Let me help put your mind at ease. Investment advisors are fiduciaries who innately...