Client mangement

CLIENT MANAGEMENT

Notes | Customized Client list view | Bulk import & download

Task management

TASK MANAGEMENT

Calender | Schedule Tasks & Activities | SMS & Email Reminders |  Activity Tracker | Event Reminders

Sales optimization

SALES OPTIMIZATION

Follow up Schedule for clients & prospects |   Prospect Funnel | Prospect to client Conversion table |

Client communication

CLIENT COMMUNICATION

Seamless client & prospect interaction via SMS & email | Group Communication |   Internal mailing system

Mymoneysage Advisor CRM is a comprehensive client management and servicing tool for financial services

Mutual Fund Distributors   |    Insurance Agents    |   RIAs    |    Chartered Accountants    |    Loan Advisors    |    Tax consultants    |    Property Advisors   

Mymoneysage Advisor is a great productivity tool to optimize sales & client services by all/any finance professionals check out the below features

Choose a plan that suits you best

Standard

  • Client Management ( upto 500 clients )

  • Notes

  • Customised Client list view

  • Bulk import & download password-protected client list & prospect list

  • Categorise clients & prospects into groups

  • Product maturities/Services due dates

  • Task Management

  • Calender

  • Schedule Tasks & Activities

  • SMS & Email Reminders

  • Activity Tracker

  • Event Reminders

  • Sales Optimisation

  • Follow up Schedule for clients & prospects

  • Prospect Funnel

  • Prospect to client conversion table

  • Manage Leads

  • Client Communication

  • SMS count 4000

  • Seamless client & prospect interaction via SMS & email

  • Group Communication

  • Internal mailing system

  • Client & prospect notifications

  • Document storage

  • Secure Storage upto 10 Gb

  • Client Finance Profile

  • Query Window

  • Manage Product/services portfolio

Premium

  • Standard Plan Features +

  • Client Management ( upto 1000 clients )

  • Includes MF distributors module

  • R & T uploads on auto mode

  • Comprehensive reporting

  • Goal tracking with live market data

  • Personal finance accounts aggregation (includes 20 accounts)

  • Online transaction for Mutual Funds in your ARN

  • Marketplace listing

  • Includes RIAs module

  • Compliance

  • Comprehensive reporting

  • FP tools

  • Personal finance accounts aggregation (includes 20 accounts)

  • Online Transactions in Direct mode

  • Marketplace listing

Preferred

  • Premium Plan Features +

  • Client Management ( upto 2000 clients )

  • Get Priority Listing in Market Place

  • Experts Panel

  • Get Qualified Leads

  • Know More...

moneysage advisor is FREE upto 50 clients signup

What they say!

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