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November 20, 2010 Hits: 5372
Used by more than 120,000 financial advisors, Ebix is the most popular CRM in financial services. Ebix CRM is Web-based, includes document imaging, performance reporting, and asset allocation tools, and it is integrated with about 200 advisor applications and productivity tools. Ebix, which is publicly held, is the third fastest growing company in the world, according to Fortune.
November 20, 2010 Hits: 2340
Sage ACT! 2011 makes it easy for you to have meaningful conversations with customers by giving you an organized view of the people you do business with.
November 20, 2010 Hits: 2520
Advent Portfolio Exchange® (APX) sets the standard for portfolio management technology. This end-to-end solution integrates all phases of the investment management process - portfolio management, performance analytics, accounting and reporting, client relationship management, and marketing.
November 20, 2010 Hits: 1115
AppCrown provides the most comprehensive integration solution for independent RIAs.
November 20, 2010 Hits: 1291
Our Gorilla Marketing® System is a financial advisor marketing plan.
November 24, 2010 Hits: 805
November 20, 2010 Hits: 892
ClientVision is the first Financial Relationship Management (FRM) tool that is both offered as a software service over the web, as well as being completely integrated into Outlook 2007.
November 24, 2010 Hits: 1237
A customized version of Oracle’s® CRM On Demand system specifically designed for advisors to manage all aspects of their client and prospect relationships.
November 20, 2010 Hits: 910
The GoldMine relationship management product line has multiple editions, each developed with a unique person and organization in mind.
November 26, 2010 Hits: 936
iChannel is a web browser-based, collaborative document management system. iChannel delivers the means to create, share, manipulate and manage all structured and unstructured information in a simple, secure and cost-effective manner.
November 20, 2010 Hits: 1135
Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.
November 24, 2010 Hits: 795
Investment Gold is an add-on to GoldMine, the award-winning contact management system for workgroups produced by FrontRange Solutions, Inc.
November 24, 2010 Hits: 833
Microsoft Dynamics CRM delivers rich sales automation, service management and marketing automation functionality through your browser and within your everyday productivity applications.
November 21, 2010 Hits: 1235
Morningstar Office is our complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the core aspects of an advisor's practice.
November 21, 2010 Hits: 1768
Pareto Platform is a web based CRM (Client Relationship Management) solution designed exclusively for financial advisors.
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