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Financial Planning Practice Management - CRM Software For Financial Advisors

Whether you are an office with one financial adviser or a dealer group looking to streamline your practices, our customised Customer Relationship Management (CRM) software for advisers provides the resources you need to bring together your business processes into a central, secure, easy-to-access area. Accessible on your desktop, tablet or mobile, you'll be able to keep track of your progress easily and cost-effectively.

Our back-office software for financial advisers covers:

  • Customer Service
  • Human Resources
  • Statement of Advice production
  • Marketing
  • Document storage

Customer Service

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Task Management

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Meetings

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Client Details

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Lead Management

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Customer Enquiries (via web form)

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Whiteboard Image Capture

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Marketing Plans & Stats

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Client Satisfaction Survey ( via web form)

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Client Testimonial Storage

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Staff Intranet

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Candidate Search Management

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PD Tracking

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Track Staff Leave

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Staff Blog Post Ideas

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Business Procedures Manual

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Project Management

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Key Links & Contacts Page

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File Note Storage

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Sales tracking


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