CRM
Now Reading
Top 9 Financial Advisers CRM Software
0

Top 9 Financial Advisers CRM Software

Top 9 Financial Advisers CRM Software
5 (100%) 4 ratings

Customer relation can either break or build your business depending on how it is handled. Apart from offering advisory services, financial advisors also deal with customer relationship management in order to remain relevant and have a competitive edge in the market. Financial sector heavily relies on technology to function smoothly and part of that tech is CRM software. Financial adviser CRM tools help an advisory company to focus on important tasks while customer’s database, appointment, and scheduling are taken care of by the CRM solution. Simply put, a financial adviser CRM tool allows one to track interaction with new prospects and existing clients.

Top Financial Advisers CRM Software : Wealthbox, Junxure, Wealth Advisor CRM, Azurepath, Tamarac CRM, SatuitCRM, NexJ Intelligent, UGRU Financial CRM, PractiFI are some of the Top Financial Advisers CRM Software.

What is Financial Advisers CRM Software?

CRM solution is a very important component in the financial sector. But for it to be useful, it should come along with some key features so as to help companies solve clients’ needs amicably. To start with, the system should easily integrate with other existing software in the organization. This feature makes it easy for the CRM solution to share data with other software and at the same time pull data from them. Second, the system should be able to give a 360-degree view of client’s financial status and it should be accurate and up-to-date. Client’s contacts are very essential and this leads to the third feature: management of client contacts. CRM system should have a database for storing contacts and other vital documents such as signed contracts and sales proposals from your clients. Forth, you need a solution that has customer engagement tools to manage client’s engagement through social media interaction, email newsletters as well as relationship tracking. Fifth, the lead management tool is also essential as it helps in routing new leads to the right agents, or managers. Last but not least, consider a solution with features that can effectively design and send personalized marketing messages and direct campaigns to the most appropriate segments.

What are the features of Financial Advisers CRM Software

What are the features of Financial Advisers CRM Software

A financial advisory company that engages CRM solution has an equal share of benefits. It is a guarantee that there will be increased productivity in the course of operation of your business. Increased productivity leads to increased revenue which is the overall goal of any business. Time management should take centre stage in your day to day operation. The system has an organized way of recording your interaction history with clients thus making it easy to pull out data or information that is required concerning a particular client within the shortest time possible. You will also be able to track all your activities and have a coherent picture of what is happening in your organization as well as scale up your business. Understanding your customer portfolio helps in building a personalized relation with your clients regardless of the number of clients you are handling at any given time.

The importance of CRM software in the financial sector cannot be downplayed. Considering finance heavily relies on technology in the day to day operation, the kind of solution one settles for determines whether you will make it in the business world or you will stagnate and eventually kicked out of the market. A good CRM software should contain some of the key features otherwise, your company will end up making an investment that will have minimal or no impact on your return on investment.

Top Financial Advisers CRM Software

Wealthbox, Junxure, Wealth Advisor CRM, Azurepath, Tamarac CRM, SatuitCRM, NexJ Intelligent, UGRU Financial CRM, PractiFI are some of the Top Financial Advisers CRM Software.
Top Financial Advisers CRM Software
PAT Index™
 
 
 
 
 
 
 
 
 
1

Wealthbox

Wealthbox is a modern CRM for financial advisors that offers a simple, social and collaborative wealth management platform. Wealthbox keeps businesses connected with their clients, prospects, and staff with ease. Wealthbox provides an easy for viewing layout and a quick note-taking interface that allows users to keep track of all phone calls, financial information, and email files. Wealthbox also provides all the contacts' social networking activity in one place. The key features offered by Wealthbox include contact management, task management, account administration, activity streams, advanced security, calendar events, opportunity tracking, system reporting, file storage, portfolio integrations, and desktop and mobile…

Bottom Line

Wealthbox is a modern CRM for financial advisors that offers a simple, social and collaborative wealth management platform that keeps businesses connected with their clients, prospects, and staff with ease.

7.6
Editor Rating
9.0
Aggregated User Rating
1 rating
You have rated this

Wealthbox

2

Junxure

Junxure is a financial advisor CRM platform that enables businesses to streamline their workflow, simplify their technology, and provide clients with the best-in-class service. Junxure also harnesses the power of meaningful data, forces deeper client relationships, and scale using smart automation. The key features offered by Junxure include centralized client information, automation of workflows, reporting tools for the company and its clients, searches that are customized, and critical integrations. Junxure offers a number of training options that suit firm's unique needs. It includes introductory how-tos and highly customized learning programs. The data migration department at Junxure provides onboarding specialists that…

Bottom Line

Junxure is a financial advisor CRM platform that enables businesses to harnesses the power of meaningful data, forge deeper client relationships, and scale using smart automation.

7.6
Editor Rating
8.8
Aggregated User Rating
1 rating
You have rated this

Junxure

3

Wealth Advisor CRM

Wealth Advisor CRM is a cloud-based, secure, robust, compliance approved, and most effective CRM for financial advisors. Wealth Advisor CRM includes a uniquely responsive and mobile-friendly design that allows seeing the layout of the financial advisor CRM anytime, anywhere, and on any device. Wealth Advisor CRM offers two-way syncing that ensures users never miss an appointment while out in the field. Wealth Advisor CRM provides users get alerts on opportunities right on the dashboard and to their email. Wealth Advisor CRM offers drop-down menus of categories that help the users to identify opportunities. The financial advisor CRM provides a unique…

Bottom Line

Wealth Advisor CRM is a cloud-based, easy, powerful, compliance approved, and most effective CRM for financial advisors that includes a very unique responsive and mobile-friendly design.

7.6
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

Wealth Advisor CRM

4

Azurepath

Azurepath is automated lead management, performance analysis, and sales forecasting CRM that is remarkably simple to use. Azurepath provides automated critical insights that enable users to know precisely where accounts, leads, forecasts, and sales team's performance stand at-a-glance. The automated tracking used by Azurepath keeps every lead current for the user and enables customizing layouts, fields, and views. Azurepath also highlights and track cold leads automatically to allow the sales reps to sort by the last touch and see their follow-ups for the day. The key features offered by Azurepath include lead management, sales management, finance management, and vendor comparison.…

Bottom Line

Azurepath is an automated lead management, performance analysis, and sales forecasting CRM that is remarkably simple to use by financial advisors and provides automated critical insights.

7.6
Editor Rating
8.5
Aggregated User Rating
1 rating
You have rated this

Azurepath

5

Tamarac CRM

Tamarac CRM is a web-based client relationship management system specifically for independent advisors built on the trusted Microsoft 365 platform. Tamarac CRM comes to a simple and intuitive user interface that provides actionable intelligence and secure connection to people. Tamarac CRM makes it easier for your staff to provide a superior level of service to the clients. Tamarac CRM is also designed to work with Microsoft CRM, and its interface is modeled after familiar Microsoft Office applications. Tamarac CRM seamlessly integrates information and functionality to allow users to take advantage of time savings and operational efficiencies that an integrated platform…

Bottom Line

Tamarac CRM is a web-based client relationship management system specifically for independent advisors built on the trusted Microsoft 365 platform and comes a simple and intuitive user interface.

7.6
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

Tamarac CRM

6

SatuitCRM

SatuitCRM is a powerful yet easy to use CRM software that provides front office CRM solution that can be delivered either as a hosted application or as a more traditional on-premise application. SatuitCRM is also ideal for buy-side investment professionals that include institutional asset managers, private equity, wealth managers, hedge funds, and alternative investments. SatuitCRM provides sales and client relationship management software built specifically to track complex relationships including third parties and consultants. Through this, the sales team can monitor new business RFP's, fund flows and additions to existing accounts. With SatuitCRM, businesses can manage the increasing challenges associated with…

Bottom Line

SatuitCRM is a powerful yet easy to use CRM software for buy-side investment professionals that includes institutional asset managers, private equity, wealth managers, hedge funds, and alternative investments.

7.6
Editor Rating
9.0
Aggregated User Rating
1 rating
You have rated this

SatuitCRM

7

NexJ Intelligent

NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount the advisors and bankers spend on non-revenue generating activities. NexJ Intelligent also recommends the right actions to drive assets under management and increases the share of the wallet. With NexJ Intelligent, users have an excellent platform to automate time-consuming administrative and information-gathering tasks and personalize interactions, offerings, and service. Financial advisors also can streamline compliance and due diligence processes and leverage continuously-learning decision models to help in taking the right action at the right time. NexJ Intelligent enables businesses to partner with their customers to deliver efficient and…

Bottom Line

NexJ Intelligent Customer Management leverages artificial intelligence to dramatically reduce the amount the advisors and bankers spend on non-revenue generating activities and recommends the right actions to drive assets under management.

7.6
Editor Rating
9.1
Aggregated User Rating
1 rating
You have rated this

NexJ Intelligent

8

UGRU Financial CRM

UGRU Financial CRM is a fully featured and integrated CRM for financial planners that provides the best financial planning software for financial advisors. UGRU Financial CRM includes features such as sales force automation for contact and account management, marketing automation, accounting and operations that integrates the entire business, and price performance leader. The marketing automation feature helps to build clients and stay connected automatically without all the manual effort. The accounting and operations feature eliminates double or quadruple entry with a central database. Through this, it makes it easy to bill, follow-up, and assess the health of your business. The…

Bottom Line

UGRU Financial CRM is a fully featured and integrated CRM for financial planners that provides the best financial planning software for financial advisors and includes features such as sales force automation.

7.6
Editor Rating
9.2
Aggregated User Rating
1 rating
You have rated this

UGRU Financial CRM

9

PractiFI

PractiFI is a business management platform for financial advice, superannuation, and insurance. PractiFI allows running your business on the cloud, automating your process, integrating your point solutions, and engaging more meaningfully with your customers. PractiFI automates the repetitive tasks and integrates the very best tools and curates the most powerful financial advice business platform. With PractiFI, financial advisors can maximize revenue by extending the value of every client relationship by understanding the potential to increase the share of wallet. Financial advisors can also gain real-time insights into additional revenue opportunities across advice, lending, and accounting platforms. With PractiFI, advisors can…

Bottom Line

PractiFI is a business management platform for financial advice, superannuation, and insurance that allows running your business on the cloud, automating your process, integrating your point solutions, and engaging more meaningfully with your customers.

7.6
Editor Rating
9.2
Aggregated User Rating
1 rating
You have rated this

PractiFI

What's your reaction?
Love It
0%
Very Good
0%
INTERESTED
0%
COOL
0%
NOT BAD
0%
WHAT !
0%
HATE IT
0%
About The Author
imanuel