Maximizer CRM has been a leader in CRM software for over 25 years. Maximizer Wealth Management solution helps investment advisors and wealth management firms expand their book of business by effectively managing clients and streamlining complex operations. Maximizer CRM is easy to securely deploy and inexpensive to maintain, yet powerful enough to meet the specific needs of financial services professionals.
"The software has definitely changed our business. It’s a lot more efficient now. We can see the difference."
“Maximizer does not have the limitations I know other software packages have. The program is also very flexible because you can add and change parts.”
“Maximizer CRM is a far better tool than the old system, which did not support Outlook email or calendar integration. The financial services industry is all about client relationships. People are entrusting us with their money. They need to know that everyone and anyone they speak with here, understands who they are and can act on their requests.”
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