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Top 9 Financial Advisers CRM Software
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Top 9 Financial Advisers CRM Software

Top 9 Financial Advisers CRM Software
5 (100%) 6 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, Tamarac CRM, PractiFI, Wealth Advisor CRM, Junxure, Azurepath, NexJ Intelligent, SatuitCRM, UGRU Financial CRM are some of the Top Financial Advisers CRM Software.

What are 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, Tamarac CRM, PractiFI, Wealth Advisor CRM, Junxure, Azurepath, NexJ Intelligent, SatuitCRM, UGRU Financial CRM 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…

Overview
Features

• The document management feature allows users to access, manage, and share files with co-workers
• The pipeline management feature allows users to enter notes, status updates, and customized stages about opportunities
• Visualize your opportunities by stages and closing dates to see where you stand
• The activity streams feature allows sharing CRM activity updates in a live, real-time stream
• Assign task to co-workers and track progress
• Keep everyone in sync on project initiatives

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.

9.5
Editor Rating
8.2
Aggregated User Rating
2 ratings
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Wealthbox

2

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…

Overview
Features

• Tamarac reporting feature provides flexible reporting, powerful portfolio analysis, and extensive billing capabilities
• Flexibility to customize information to meet the specific needs of your firm
• Edit and design custom reports easily that meet the client’s needs
• Flexible portfolio construction
• Automate the model portfolio construction and management, monitor the accounts for trading triggers, and make tactical trades
• Access portfolio rebalancing settings for each client as well access reporting and access performance reporting functionality

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.

8.2
Editor Rating
8.7
Aggregated User Rating
2 ratings
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Tamarac CRM

3

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…

Overview
Features

• The automated workflow engine brings efficiency and consistency to every client interaction
• Manage ad hoc activities through tasks to ensure everyone knows exactly what they need to do and when
• The tasks feature helps to understand where the effort is being spent to identify and remove inefficiencies
• Track the cost and utilisation of each staff member and brings transparency to business operations
• The productivity tracking feature smoothens periods of peak activity and drives maximum efficiency
• Leverage incredible power to import and export data whether from CSV files or full data-bases.

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.

7.5
Editor Rating
8.7
Aggregated User Rating
2 ratings
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PractiFI

4

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…

Overview
Features

• Drop-down menus of categories that help the users to clearly identify opportunities
• Access notes from previous calls, meetings, and reviews
• Two-way syncing that ensures users never miss an appointment while out in the field
• Get alerts on opportunities right on the dashboard and to the email
• Add or change any insurance or investment provider as well as the corresponding products
• Create lists that auto-populate when data is entered in the CRM

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.

7.5
Editor Rating
8.1
Aggregated User Rating
2 ratings
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Wealth Advisor CRM

5

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…

Overview
Features

• The customize search feature provides basic and advanced search functionality along with customized search criteria
• The key integrations feature reliably captures client financial data from top technology providers
• The automation of workflows feature allows users to manage their workflows to ensure tasks are communicated and completed
• Capture vital client demographic and financial information in one place
• Enhance the productivity of the advisors and help to create a centralized user experience
• Facilitates creation of helpful internal reports as well as enable businesses to provide attractive reports to their clients

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.

7.5
Editor Rating
8.2
Aggregated User Rating
2 ratings
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Junxure

6

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.…

Overview
Features

• Track emails, notes, and reminders, track products and attachments
• Track products and payments
• Set targets for teams or individuals
• Filter results by team or individuals
• Track time to close and lead aging
• Facilitates tracking the performance of the receivables
• Historically guided insights and multiple currencies

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.

8.2
Editor Rating
8.3
Aggregated User Rating
2 ratings
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Azurepath

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…

Overview
Features

• Streamline and automate the administrative and planning tasks
• Identify infection points in the client lifecycle and act proactively
• AI-powered business process management that streamlines and automate key workflows such as onboarding
• Improves the accuracy and efficiency of key business processes
• Minimize the time spent on administration and regulatory requirements
• Leverage multiple integrations patterns for ultimate flexibility

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.

7.5
Editor Rating
8.3
Aggregated User Rating
2 ratings
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NexJ Intelligent

8

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…

Overview
Features

• Capture and share sales and client investor information easily
• Manage legal and compliance workflow
• Manage travel planning and road shows
• Pull data from CRM directly to Outlook for smart communications
• Access email marketing and tracking
• Automate client and investor reporting

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.

7.5
Editor Rating
8.3
Aggregated User Rating
2 ratings
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SatuitCRM

9

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…

Overview
Features

• Tracks the contacts by identifying where they are in the sales cycle
• Connect the VOIP system to call prospects or accounts with a single click
• Get open, click through, and bounce rates for mass emails and drip campaigns
• Run automated sequences of emails to any individual or group in your system
• The financial dashboard makes it easy to drill down and view revenue and expenses
• Captures and organizes all of the detailed information for every prospect, client vendor, and associates

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.

8.2
Editor Rating
8.8
Aggregated User Rating
2 ratings
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UGRU Financial CRM

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imanuel