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Upswing CRM

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November 21, 2010     Hits: 2433    
 

Company Info

Company Name:
Data Last Updated:
  • November 21, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (888) CRM-UPSWING
Year Founded
  • 2008
Number of Employees:
  • 10

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 30

CRM Features

Built Specifically for Advisors:
Client Financial Data Tracked:
Workflows and Tasks:
Types of Reports:
Document Management Functionality:
User Custom Fields:
Email Synchronization:
Attach Emails to Client Records:
Calendar:
Phone Compatibility:
RMD's:
Sales and Marketing Functionality:
Includes Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

Upswing CRM for Financial Advisors is tailor-made for financial advisors, planners and consultants.

Upswing CRM for Financial Advisors is tailor-made for financial advisors, planners and consultants. We research the market, listen to requests from advisors, and design and develop this intuitive, hyper-efficient, on-demand application to help financial advisors do what they do best: advise.

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