My developer is an independent financial services professional. See, that’s what makes me unique in this industry. I was developed by someone whose end result was to actually use me. This is how I obtained the features you need as an advisor, and several features that will change the way you do business.

I am not your average CRM system. Of course, I keep client and future client contact information, sales opportunities, activities, tasks, notes and documents, and I have a full automated marketing campaign feature like most of my CRM friends. But, most of them specialize in either data and reporting or marketing … not both. As I told you earlier, my developer is a successful advisor.

He found it absurd that he couldn’t get data and reporting AND marketing so he simply built me to perform both.

And, that’s how I came to exist.

I am more powerful and trustworthy than your spreadsheets and e-mail system. I keep you organized and provide the most important information on your client relationships and future clients—phone numbers, e-mails, meeting calendar, activity history, notes, documents, and more. I am a great way to share and display the details of people you do business with in one organized place.

I understand your business, and I recognize you need distinct features that support it. Let me prove it to you. I know you have different regulatory bodies for insurance, investments and securities products. That’s why I have a unique compliance feature that segregates these businesses. I am the only CRM system that can offer you this!

I also know the importance of client communication, and I get results. I empower you to develop long-lasting, profitable relationships.

Consolidated Financial Statement

I will provide a comprehensive Consolidated Financial Statement for your clients. One statement from me contains all their insurance and investment accounts and provides a comprehensive financial picture. Your clients will appreciate your holistic perspective and will have peace-of-mind knowing you have a clear view of their financial future.

Value-added Service

My marketing campaign feature will strengthen your client relations because you will communicate with a message intended for your target audience and will provide products and services of clear value to them. Let me help guide your clients’ next financial steps based on their individual needs and help you develop long-lasting, profitable relationships at the same time.

Plus, they will appreciate your monthly newsletter and annual holiday cards!

Simple Solutions

One of the biggest roles you play is simply keeping your clients organized. I will help you address income planning with their insurance and investment products, communicate required minimum distributions, attend to their beneficiaries, and more. I offer the right tools and methods to help you organize and communicate the topics that are most important to your clients, and I will help you become their most trusted financial advisor.

Computer

Minimum:

• Intel Pentium or AMD Athlon Processor
• 2GB Memory
• Avoid Intel Celeron and AMD Sempro processors

Recommended:

• Intel Core Duo Processor
• 4GB Memory
• Video Card with Dedicated Memory (128MB or more)
• 7200 RPM Hard Drive

Monitor

Minimum:

• 17' monitor with a minimum resolution of 1024 x768

Recommended:

• 21” Wide Screen Monitor with a Minimum of 1440 x 900 resolution (1080i)

Internet Connection

Minimum:

• Digital Subscriber Line Service through a phone company (DSL)
  • While DSL can in some cases provide speeds equivalent to T1 or Cable, DSL is prone to Latency – This in turn causes delays in transmitting and receiving data. DSL should only be used in instances where Broadband Cable or T1 services are not available or are cost prohibitive
• Cellular Air card with 3G/4G Service

Recommended:

• Broadband Cable or T1 Service

Browser

Minimum:

• Internet Explorer 6

Recommended

• Internet Explorer 7 or Newer