Solution 360° CRM software provides serious wealth managers with practice intelligence, client and advisor access, practice management and compliance support, and other benefits. Using state-of-the-art functionality, you can:
- Generate up-to-date financial summaries and cash flow reports
- View comprehensive client information
- Create client holding reports
- Enter unlimited contact information for each household
- Communicate quickly about changing market conditions
- Print or export customizable lists for detailed analysis
- Manage and share client documents and presentations securely
- Create secure and personalized site for client and advisor access
- Set alerts and alarms for virtually any situation
- Manage and automate office workflow and business processes
- Manage advisors through tiered reporting
- Maintain compliance with secure document storage
For more details, download our latest Practice/CRM Product Sheet:
Solution 360° - CRM
For more information, please contact:
sales@iassoftware.com
