This review was last updated by
This CRM Review examines Wealth Advisor CRM.
In-Depth CRM Review
Wealth Advisor CRM
Wealth Advisor CRM
CRM Category: Field Sales Support – Cloud
Vertical Solution: 523920 – Financial Services
Seats: Small/Medium Business
About the Company:
About the Product:
The most effective, easiest to use total practice management system.
Built by advisors who have tried everything!
If you’re online, you have your office. Details from every conversation from every meeting, contact information for prospects, clients, home office, and wholesalers. Websites, phone numbers, resources, and past client events.
Everything you would normally bug your admin for, is right in front of you.
SIMPLE AND EASY
This is the most comprehensive and most importantly, the easiest practice management tool in the world. You won’t be sitting in classes or watching hours of videos, or thumbing through a manual.
A few clicks and you’re there. Our goal is very clear. Cover every part of an advisor’s day-to-day practice needs and always keep it simple.
CUSTOMIZED TO YOUR PRACTICE
This is your practice. In Settings, you will customize the site to your needs, as well as those of your broker dealer, your FMO, your staff, and your team.Your practice management tool will be customized to fit your specific needs.
Customize which companies and products you use on your Trade Blotter, client profile note categories, task categories, meeting locations for scheduling and much more.
We talk with advisors around the country to find out what is needed and how we can develop an application that serves that need. When you have an idea or suggestion, tell us. It matters you know this.
Our goal is to make sure your only job is to meet with prospects and clients so you can solve their problems and create and preserve wealth. Our job is to make sure every tool you need is a click away.
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Wealth Advisor CRM:
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If you are considering this program, you should also look at these other CRM solutions:
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