Best CRM for Financial Advisors

Best In A List | Best CRM for Financial Advisors

Best CRM for Financial Advisors

Maximizer

Maximizer

Maximizer is a tool designed to help financial advisors strengthen client relationships and enhance their practices. With decades of experience, Maximizer specializes in addressing the unique needs of financial professionals. It offers features such as client segmentation, automated workflows, and compliance tools, enabling advisors to focus on delivering personalized financial advice.
60 Smithe St #260, Vancouver, BC V6B 0P5
Customer Relationship Management (CRM)
Maximizer
Specialty: CRM
5 (according to 780 reviews)
Osprey Capital Partners Inc.

Osprey Capital Partners Inc.

Osprey Capital helps your money grow by investing in real estate the smart way. They find great properties, manage them carefully, and aim to deliver steady returns for their clients. With a hands-on approach and a knack for spotting opportunities, Osprey makes real estate investing easier and more rewarding.
130 Adelaide St W Suite 3420, Toronto, ON M5H 2K4
Customer Relationship Management (CRM)
Osprey Capital Partners Inc.
Specialty: CRM
4.8 (according to 490 reviews)
Research Capital Corporation

Research Capital Corporation

Research Capital Corporation is one of Canada's largest independent, employee-owned investment firms. Founded in 1921, the company has a rich history of providing comprehensive financial services to individuals and institutions across the country. With a team of over 100 advisors and more than 1,500 years of combined experience, Research Capital offers a full suite of services.
199 Bay St. Suite 4500, Toronto, ON M5L 1G2
CRM
Research Capital Corporation
Specialty: CRM
4.9 (according to 610 reviews)
Moneta

Moneta

999 W Hastings St #1500, Vancouver, BC V6C 2W2
Customer Relationship Management (CRM)
Moneta
Specialty: CRM
4.6 (according to 600 reviews)
CI Global Asset Management

CI Global Asset Management

15 York St, Toronto, ON M5J 0A3
Customer Relationship Management (CRM)
CI Global Asset Management
Specialty: Customer Relationship Management (CRM)
4.5 (according to 460 reviews)

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