Effective Financial Advisor CRM Software
WealthServ CRM provides effective financial advisor CRM tools that streamline data management, uncover sales opportunities and facilitate lead distribution. This web-based investment and insurance CRM software offers a sleek, automated solution for integrating data from all channels, staying organized, and maximizing sales.
WealthServ Financial Advisor CRM Features
- Pre-populated forms and applications
- Activity tracking and reporting
- Carrier In-Force Data Integration
- Simple data mining interfaces
- Control who gets leads, and how they receive them