Trusted by 120,000 teams worldwide
Enhance your practice
with tailored solutions
Strengthen and grow your financial advisory practice with the most comprehensive CRM designed for financial advisors.
Client profiles
Maintain detailed records of your clients’ financial history and preferences to provide personalized advice and impactful financial advice.
Pipeline management
Manage opportunities and track financial products and keep a well-managed digital book of business.
Activity tracking
Automate reminders and alerts to stay on top of timely actions and ensure the best results for your clients.
Target setting
Establish clear targets and objectives for each client and track their progress so you can monitor their success.
Boost your client engagement
Maximizer helps you build stronger relationships and deliver tailored financial advice, making it the go-to CRM for financial advisors.
Deepen client relationships
Build detailed family profiles full of historical information.
Work efficiently from your Outlook inbox to personalize communication.
Summarize client interaction histories with AI and get insights for follow-up tasks.
Make smart decisions with data insights
Leverage advanced analytics to identify trends and opportunities.
Use AI-driven insights to shape strategic business planning.
Enhance decision-making with informative real-time dashboards.
Future-proof your advisory practice
Stay compliant with evolving regulations with agile tools.
Automate workflows to reduce administrative burden.
Leverage CRM technology for financial advisors to scale and modernize your operations.
#1 CRM for financial advisors
Financial advisors rank Maximizer as the #1 Financial Services CRM on G2, the leading software review site.
Why Maximizer is the preferred CRM for financial advisors
Manage complex households
Deliver personalized advice
Track generational wealth and provide tailored recommendations.
Automate repetitive tasks
Create reminders and workflows to keep up with client reviews and birthdays.
Build better profiles
Use age, wealth index, investment history, and more to tailor advice.
Understands Canadian needs
Stay compliant
Get detailed interaction history reports and track changes at field level to simplify audit procedures.
Set access rights
Set permissions by user and record type to protect sensitive information.
Save time
Use AI to focus on prospecting and client interactions, not on admin work.
Easy to configure
Simple setup
Follow step-by-step guidance from our Customer Support team.
Custom or pre-made
Find the right fit to match the exact needs of your financial practice.
No coding required
Maximizer’s intuitive interface is designed for ease of use.
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Try Maximizer Today
Experience a CRM built for financial advisors. Access accurate data, build client relationships, and grow your business with a CRM with industry knowledge.
Frequently asked questions
What makes Maximizer the best CRM for financial advisors?
Maximizer CRM is designed with financial advisors in mind, providing tailored tools to manage client relationships, track financial goals, and receive insightful data-driven recommendations. This CRM for financial advisors offers a unique blend of customization, integration, and robust reporting capabilities, enabling you to manage your clients’ wealth more effectively while meeting regulatory requirements and fostering deeper client trust.
How does Maximizer CRM for financial advisors enhance client relationships?
Maximizer helps financial advisors nurture stronger client relationships by offering comprehensive tools to track client interactions, preferences, and financial goals. This CRM allows you to segment clients, deliver personalized advice, and maintain consistent communication, ensuring that every client feels valued and understood. The result is a stronger, trust-based relationship that drives long-term client loyalty.
Can Maximizer CRM be tailored to the specific needs of my financial advisory practice?
Yes, Maximizer is highly customizable to meet the specific needs of your financial advisory practice. Whether it’s adjusting workflows, setting up custom dashboards, or creating specialized reports, this CRM for financial advisors ensures that your unique business processes are supported, helping you manage your practice more efficiently and effectively.
How does Maximizer CRM integrate with other financial tools?
Maximizer integrates seamlessly with the financial tools and platforms that advisors commonly use, such as portfolio management systems and financial planning software. As a CRM for financial advisors, it ensures that all client data is centralized, up-to-date, and easily accessible, allowing you to manage client portfolios, track financial plans, and compliance with ease.
What insights can financial advisors gain from using Maximizer CRM?
Maximizer provides financial advisors with advanced analytics and insights tailored to their specific needs. These insights help you understand client behaviors, identify opportunities for portfolio growth, and anticipate potential risks. As a CRM for financial advisors, Maximizer empowers you to make data-driven decisions that align with your clients’ financial goals and your practice’s strategic objectives.