The Right Fit

Written by David Lawrence, FA Magazine Friday, 08 June 2012

Client relationship management software (CRM) is generally regarded as a must-have solution for financial advisors. In a perfect world, CRM software can not only warehouse client data and historical information, but perform necessary tasks related to the client experience. Yet despite sales claims from some vendors, CRM software is not a one-size-fits-all solution. That being said, there are a few that may come close. But to find the right solution for your financial practice, you may need to do your homework. Read More..