KEEP YOUR PRACTICE ORGANIZED,
COMPLIANT AND PREPARED!

G2Crowd
Software Advice
Capterra
Business Screenshot

Built by Financial Advisors for Financial Advisors

 
  • Unique setup matching your business processes
  • Unlimited support from Live CRM experts
  • Secure Canadian Tier IV-certified data centers
  • Lower total cost of ownership
  • Money back guarantee

Maximize Your Sales Team's Productivity

Maximizer software screenshot

Enhanced Client Experiences

Gain new client insights and personalize conversations that pick up effortlessly where you last left off. Integrate seamlessly with business critical apps to give you a 360 degree view of each client.

Maximizer Software screenshot

Scalable & Flexible

Prepare for the future with an organized book of business. Implement processes and workflows that ensure a consistent experience for all clients. Simplify succession and boost the resale value of your book.

Drive Efficiency and consistency Screenshot

Efficient Financial Workflows

Simplify your processes without them missing a beat. Leverage dozens of pre-built financial workflows, including onboarding and KYC.

  • 700+ pre-configured fields
  • Intuitive follow-up reminders
  • Task management and calendar tools
  • Unlimited activity plan templates
Maximizer Software screenshot

Fully Compliant

Prove compliance with automatic audit trails and complete records of every client communication.

  • Complete communication histories
  • Instant recall of KYC/account reviews
  • Multi-level access controls
  • Enterprise-grade security

eBook: Reaching Out to Millennial Investors

eBook: Managing the Financial Advice Lifecycle with CRM

All client contact and information is in one place and easily accesable. Action Plans can be setup for regular tasks. E-mail templates make regular client contact easy. I can add UDF's to keep track of, and sort any information I choose.

GREG H. Financial Advisor at Holliswealth Advisory Services Inc.