18th Oct 2019 5:34 pm
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
Address:
Canada
Product Information
Description:
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.
Website:
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