Investment Advisor CRM Resources

Best CRM Alternatives to Equisoft CRM in 2026: Tested for Canadian Financial Advisors

Equisoft CRM serves a real need for Canadian insurance and wealth professionals. But advisors who have outgrown it, or...

Laylah CRM has a clear niche: it was built for Canadian financial advisors who want automated carrier data feeds and a...

Maximizer CRM and Capsule CRM both help teams manage leads, contacts, and sales pipelines, but they suit very...

If you're comparing Maximizer CRM vs Advyzon CRM, you're searching for technology that simplifies client relationship...

In this episode, Maximizer's Alex Ackermans, VP, Product & Engineering, joins host Terry Terrian, Senior...

Choosing the right CRM shapes how well your team manages relationships, closes deals, and grows revenue....

In 2026, customer relationship management platforms have evolved into intelligent ecosystems powered by artificial...

What skills should a sales leader have? Strategic thinking: Plan and execute long-term goals aligned with market...

In this episode of the Maximizer Advisor Tech Series, Gabe Karkanis, Senior Director of Product at Maximizer, sits...