However not all CRMs are created equal. Here are some features to look for when choosing a CRM program for investment advisors. Customization Your CRM program should be customized to the specific needs of your firm. Look for a program that allows you to create custom fields to track information important to your business.
Integration A CRM program that integrates with your other systems can save time and reduce errors. Look for an app that can integrate with your portfolio management system financial planning software and email. Reporting A good CRM program should be able mobile app development service to generate reports that give you insight into your business.
Look for a program that can generate reports on customer demographics assets under management and revenue. Workflow automation Automation can save time and reduce errors. Look for a program that can automate workflows such as acquiring new clients creating investment proposals and sending account statements.
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