- 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
KEEP YOUR PRACTICE ORGANIZED,
COMPLIANT AND PREPARED!
Built by Financial Advisors for Financial Advisors
Maximize Your Sales Team's Productivity
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.
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.
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
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.