Richard leo
Below mentioned is a list of CRM software for financial advisors:
Damco offers customized CRM software for financial advisors. It empowers the financial advisors to access data at every touchpoint and make informed business decisions.
Customized for financial advisors, Redtail technology is an integrated CRM solution. It focuses on leveraging leading-edge technology and provides cloud-based CRM. Its main features include detailed tracking of the customer data as well as offers client and accounts reports. Additionally, it can be priced per database.
It is secured and web-based CRM software for financial advisors, networks and enterprise institutions. As a product made especially for the financial industry, it can be customized according to the business size. It allows the advisors to create customized workflow templates and allow coworkers to make live comments.
This offers two products, Client View and Junxure Cloud. The first enacts as a client portal that is used for document storage, client reporting, and content management. Besides, the latter one is a cloud-based CRM solution created specifically for financial advisors. It enables the financial companies to cut down on their IT expenditures, streamline workflows, and provide consistent services.
