Deliver exceptional client service with a solution designed with your entire practice in mind. Maximizer CRM for Financial Advisors comes packed with tools to speed you up. Plus, it keeps your practice organized, simplifying compliance while helping you prepare for the future.
Consistently deliver exceptional service with an easy-to-use solution designed to make your practice run seamlessly.
Shared address book
Store all your client contacts, notes and key documents in one place — and never waste time hunting down a communication again. Perform quick searches on client relationships. And recall favorite searches at a click.
Get up and running quickly with 700+ pre-configured industry-specific fields, action plans, and dashboards that can be customized even more. Leverage embedded workflows for client on-boarding and KYC, financial, tax and estate planning, retirement and insurance — straight out of the box.
Create unlimited security roles and assign them to as many new users as you want. Have every data point encrypted, on top of 2-level security. Control who can view and edit any record or a specific data capture field.
“Maximizer is the center of my universe. I cannot see my day going without accessing my Maximizer.”
Afif Jawad, Financial Advisor HollisWealth
Maximizer makes compliance easy. Track all communications for a quantifiable book of business — increasing its resale value.
Track every client call
Keep complete records of every client call with automatic call logging. See who your team contacted, along with call date, time and length at a glance. Capture call details in notes that are searchable by keyword.
Shrink your data mountain to a molehill. Standardize field rules and easily merge data across records, for improved reporting and risk analysis. Plus, save your favorite searches for export into Excel templates at a click.
Automate audit trail creation with a filterable history of changes to address book fields, notes and documents. See who made a change, when it was changed, and the exact changes made. Easily output a report you can hand to an auditor.
Use pre-configured dashboards to know when you last spoke to a client and who you need to speak to next. Visualize those needing a KYC review in 30 days. Drill down at a click, select a client — and then launch your KYC review action plan.
Enhance your team productivity and responsiveness with personalizable task lists. Filter your task list to see what’s coming up — and easily shift low-priority tasks to a colleague or another day to balance workloads.
Empower every member of your team with mobile-friendly tools. Drive productivity and organization anytime, anywhere.
Run your day from anywhere with Maximizer’s mobile-friendly calendar. Review your prioritized to-do list at a glance. Check colleague calendars, schedule appointments and confirm meeting attendance on the fly.
Take your office wherever you go using a feature-rich mobile app. Manage calendars, prepare for meetings — get a graphical dashboard view of chosen indicators — and much more, from the palm of your hand.
Update product details by importing data from back office systems without help from IT. Just drag and drop a file and have Maximizer hand-hold you through the rest. At a click, export data to Excel for deeper analysis.
Get seamless access to every new feature and patch, along with world-class security — with our cloud service, CRM Live. Have us handle updates and infrastructure, and protect your client records inside our Tier IV-certified data centers.
Get a pre-configured solution you can easily customize. With unlimited action plans and fields, match Maximizer’s automated workflows to your process stages. Plus, quickly personalize page layouts to show only the fields you need.
Ensure adoption across your team and have them get the most value from your investment. Crush learning curves with our live training webinars six times a week, full customer support and tailored lesson plans.