Maximizer CRM for Financial Advisors

A complete solution to help financial advisors succeed

A complete solution to help financial advisors easily manage and build their 'book of business' with a SIMPLE to use, highly secure and easily customized solution.

Maximizer’s unique single view provides full access to all contact information within one window. No scrolling through long pages, no flipping between tabs. Just edit your view to display exactly what you need and get real-time insight to the information important to you and your role, at your fingertips.

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A Complete Solution

  • Manage every task, appointment and activity
  • Client financial profile of assets and investments
  • Know-your-client templates and workflow
  • ‘Action Plans’ to streamline client management
  • Mobility on any Smartphone or Tablet
  • Dashboards and reports to monitor metrics
  • Team collaboration and task management
  • Marketing campaigns and client communications
  • Microsoft Office add-in to Outlook and Word

'One View' Client Profile

Ensure you have the most crucial customer information available immediately within one clear client profile. A detailed client summary provides a one-glance view of essential information about your client including personal information, investment summary or any detail crucial to your business. The information you need is easily available to gain a deeper insight into a client’s interests and offer services tailored to individual needs.

Easily – 'Know Your Client'

Easily develop a comprehensive client profile by capturing standard ‘Know your client’ information within an intuitive and time saving client profile. See all crucial client documentation and track compliance-regulatory checklists in one place. Avoid time consuming paper work with easy to use Microsoft Word templates to pre-populate KYC details for client reviews.


Streamline Common Practices

Practices like new client onboarding, trade recommendations and standard client acquisition processes. With ‘action plans’ you can ensure the accuracy, consistency and compliance of all customer interactions. By eliminating time consuming administration you can focus on meaningful client engagement


Monitor Metrics and Track Results

Built-in dashboards and reporting tools help you effectively manage performance and track key metrics crucial to any wealth management practice. Easily customize dashboard views to meet the needs of individual advisors, business units and management.


Manage Relationships – Anywhere, Anytime

Keep connected to clients no matter where you are with secure access to a client’s complete profile over any smartphone or tablet. Update existing client requests, instantly respond to new prospects and manage your business while out of the office.