Do you really know your clients?

A CRM system is the anchor of every successful practice. AdvisorAssist continually evaluates the major Customer Relationship Management (“CRM”) offerings and how Advisors are leveraging these technologies to exceed client expectations and build a scalable advisory practice.

An integrated CRM system is the hub of a successful practice, enabling a single view of a client relationship including contact information, tasks, client meetings, current portfolio positions, and core documents. Of course client communications are paramount. Your CRM system will need to be able to capture and associate all client emails regardless of email platform. Integration with other technologies, such as your portfolio management system, financial planning tool, proposal generation software, fee billing solution, client portal and secure Intranet will enable you to grow and project your practice without unnecessary additions to staff.

Advisors should select a CRM system that meets the unique aspects of their client service model. Some CRM technologies are targeted to Advisors, but have limited ability to customize for non-core advisory functions. Industry-neutral solutions will often provide the most flexibility, but will require much more customization.

Our technology and consulting team has the experience to help you select and implement the right solution for your practice. We can also assist with customization of most commercially available solutions and transition from your legacy environment.