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.
"We managed to effectively and productively implement an up and running CRM solution that fits Ecoratio’s needs like a glove."
“I find Maximizer very easy to use. A very complete and simple view of all client data and notes inputted. The integration into Outlook is quick and easy for saving email transactions.”
“Some reps out there are old-fashioned and reluctant to learn new systems. But these systems could make them more successful. We’re looking for advisors who are ready and willing to accept technology.”
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