Maximizer Services has released Maximizer CRM Wealth Manager 2017, a CRM solution tailor-made for financial advisors and wealth managers providing a full-service offering to their clients, from financial, tax and estate planning through to insurance.
"In addition to staying onside of new disclosure and reporting requirements mandated by CRM2, advisors are expected to manage a client's full range of financial needs, from investments to retirement planning and more," said Maximizer President Vivek Thomas, in a statement. "To help advisors and their support teams efficiently manage and grow their accounts, financial services relationship management software needs to go way beyond storing basic client information, like name and contact details, to capture detailed information on all aspects of an advisor's offering."
Maximizer CRM Wealth Manager 2017 allows advisors to capture all data points on Know Your Client (KYC), Personal Information, Informed Consent, and other commonly used forms within each client's record, and manage portfolios made up of multiple financial services products. The 2017 release uses hundreds of preconfigured, industry-specific fields, more than 30 best practices business processes, predefined segmentation searches, industry-specific action plans, and enhanced dashboards. The fully integrated platform streamlines all aspects of advisors' day-to-day business, from contact and household management, client service, and industry-specific action plans, to auditing and reporting. Other features include eamless integration with commonly used applications like Outlook and Word, cloud-hosted and on-premises deployment options, an expanded API infrastructure, tiered pricing, and secure data storage.
"The 2017 release broadens our functionality to match the full-practice service offering of top-performing financial advisors and boosts their day-to-day productivity," said Maximizer's director of wealth management, John Easton, in a statement. "We're proud to provide an advisor-designed, compliance-focused CRM solution that tackles the unique challenges faced by this industry."