Maximizer for Financial Advisors
Now trust Maximizer to grow your book.
Grow Your Book
In a typical work week, Financial Advisors dedicate just 9% of their time to prospecting for new clients. (Whoa!)
- Connect with additional family members and heirs
- Efficiently engage clients, demonstrating clear value beyond portfolio management
- Reach out to future clients (prospects!) through email marketing & information campaigns
Expand Your Base
- Home in on the best opportunities …for both you and your clients
- Segment your clients by age, wealth index, investing history, engagement levels, and more
- Focus on what you do best – delivering solid advice!
Take Care of Business
- Access one complete view of your book
- Gain insight into team performance
- Actively track and proactively respond to client needs
- Stay compliant with the latest industry regulations
Built by Financial Advisors, for Financial Advisors
- One complete view of household structure to drive expanded revenues, opportunities and experience. Get quick and accurate views of your client’s family member information.
- Pre-configured fields & views to instantly provide information when you need it. Easily record and recall extensive client details with over 500 available pre-configured custom fields.
- Custom workflows to drive your process to make every client interaction timely and valuable. Over 40 action-oriented standardized workflows cover all critical business processes specific to Financial Advisors.
- Key information identified to prompt action by Financial Advisors so you don’t miss an opportunity.
- Worry-free compliance to let you focus on delighting your clients. Maximizer’s action plans and workflows make the expected onboarding and servicing of your clients hassle free.
Wow. That’s a lot.
I think I’m ready…
Vice President, Operations
Thrive Wealth Management
Talk to a resident expert.
Maximizer has Financial Services Account Managers who have been helping Financial Advisors successfully optimize client relationships for over 20 years. Their mission is to help you align your business needs with your client’s objectives.