Managing clients has never been easier with CRM
A comprehensive system designed for financial planning professionals. Experience a seamless and streamlined approach to managing your clients with our CRM.
Main features
Take managing client even further with our diverse features.
Note
This feature allows you to take notes directly in CRM inside your client profile
Related client
Related client with similar needs for seamless services and solutions.
Client birthday reminder
Never miss client birthdays; automated reminders ensure timely and thoughtful greetings.
Similar client
CRM suggests similar clients, helping you grow your client.
Learn more with us
Experience innovation through a guided demo showcasing technology benefits.