Product Features:
  • Specific for Financial Advisors
  • Account Alerts
  • Asset Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Household Tracking
  • Lead Management
  • Marketing Automation/Integration
  • Marketing Management
  • Mobile Access
  • Relationship Tracking
  • Segmentation
  • Task Management
  • Team Assignments
  • Territory Management
Product Information

Highly Recommended Maximizer CRM Wealth Manager was first launched in 2012. Their mission was to provide a client relationship management solution for wealth managers. With each release developed, their solution grew to meet the expectations of the market and their customers. This software fuels business success with a simple, accessible and adaptable CRM solutions that provides value. It enables you to do more with less, providing a central lead management Pricing starts at $65 per user month and a free trial is available.