The latest in CRM technology allows your firm to stay ahead.
Seamlessly keep track of all your contacts, notes, activities and opportunities using the interactive CRM dashboard.
The first integrated prospect portal allowing you to share key information, files and view prospect interactions for more effective follow-ups.
Advanced list building
Quickly create lists using the advanced filter features and export them to use in your marketing campaigns.
Smart E-mail integration
Easy to use e-mail integration that links all your communication and automatically creates contacts from new e-mails received that can be enriched at any point.
Secure file sharing
The CRM suite includes the standard data room functionality giving you the ability to easily store and share files with prospects. To find out more about all the data rooms features click here: LEARN MORE
Complete flexibility with this fully mobile responsive solution. Access all your information on the go on any device.
The most powerful CRM for finance
Take your business to the next level.
If you are ready to streamline your firm’s operations click on the link below and let us get you started today.
Complimentary data import from your existing CRM
Switch to the most powerful CRM designed specifically for financial firms.
The only solution on the market that grows with your needs and future proofs your organization.
More then just contacts
Including secure document sharing and the #1 prospect portal that gets deals closed!