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
- Document storage