Financial Advisor Sales Platform From Maximizer

Maximizer’s Financial Advisors sales platform includes sales tools to keep your practice organized, simplify compliance, and help you prepare for future growth. Manage your book of clients and deliver exceptional client service with CRM software designed with your entire practice in mind.

Stay in compliance, improve productivity and effortlessly manage contacts with the financial advisor sales platform from Maximizer.

Empower your team with mobile-friendly tools. Organization anytime, anywhere. Track all communications for a quantifiable book of business. Maximizer’s software for Financial Advisors simplifies the sales process.

Request a free trial and upgrade your client experience and business oversight today.

Hollis Wealth

“Maximizer is the center of my universe.” – Afif Jawad, FInancial Advisor, Hollis Wealth

Learn how Maximizer CRM has helped Hollis Wealth manage day to day operations, streamline communication, and manage data and productivity. Watch the video case study.

Is your team bogged down by manual sales tracking, contact management and data analysis? Help your company evolve, improve client experience and simplify your sales process with Maximizer CRM.

The Maximizer Advantage

Stay In Compliance

Stay In Compliance

  • Track every client call and email
  • Automatic audit trails
  • Standardized data and reporting
  • Proof of regulatory compliance
  • Enterprise-level security

Improve Productivity

Improve Productivity

  • Shared calendar
  • Mobile CRM
  • Simplified import & export
  • Simplified IT management
  • Easy to customize
  • Free live training webinars

Financial Practice Contact Management

Financial Practice Contact Management

  • Shared address book
  • Household structure
  • 40+ Custom Workflows
  • Quick Access Links to Key Information

Business leaders take charge with Maximizer

Maximizer makes your sales insights and customer info so well organized and easy to access you can’t help but grow your business faster.

Are you drowning in data? Do you need a better way to manage your contacts? Ready to take your client experience to the next level?