Financial advisors always need to assure themselves that investment recommendations are suitable for the client’s circumstances.
Many prospective clients are looking for a quick overview to determine if they are on track towards retirement. A good Client Relationship Management (CRM) system can document the client’s existing accounts and then create a net worth projection in a matter of minutes.
Although Outlook is a well-developed product and nicely integrated with Microsoft Office®, the fields in Outlook are too limited to serve as a Client Relationship Management (a CRM system) for a financial advisor.
ProTracker RMD Calculator Assistant was developed to take the headache out of calculating and tracking RMDs, which has become even more odious with the new SECURE Act. Our experience as advisors gives us a unique understanding of your needs, and our goal is to make your business more efficient.
To learn more about ProTracker Advantage® (CRM) for your firm, fill out our CRM evaluation form. We respond to all inquiries.