CRM for Financial Advisors

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  • Deliver a full service offering with industry specific capabilities  
  • Build deeper client relationships with enhanced household level views 
  • Drive efficiencies and encourage collaboration with improved action plans
  • Easy access to client information with pre-configured searches and dashboards

On our cloud or your on-premise server

Nelson Cheng, CEO, Sterling Mutuals

“We are well-known in the industry for having an advanced back-office that supports our advisors. Linking Maximizer CRM functionality to this platform only makes our technology setup more efficient.”

Nelson Cheng, CEO
Sterling Mutuals

Kevin J. Tinnerman, President, Steele Capital Management

“Our brokers love that they can simply log in and access each client’s complete history, make changes, track the services we have provided – it helps them build their own businesses and relationships with clients.”

Kevin J. Tinnerman, President
Steele Capital Management

Get setup quickly and easily

 

  • Built for advisors, by advisors

    Jump in right away without expensive customizations

  • Smooth data migration

    Easily bring over existing client data

  • Simple to configure

    Match your unique processes and terminology

  • Unlimited custom fields

    Add fields with no extra hidden costs

  • Weekly complimentary live training webinars

    We’ll train your team for CRM success

  • Unlimited support, online community

    Get help from our CRM experts

A few of our 120,000+ customers
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Ready to see what CRM software can do for your practice?

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