InvestWell Software
Flinks
RightCapital
Fast409A
Paro
Advizr
Brixx
Mint
BigContacts
HubSpot CRM
Less Annoying CRM
Keap
Contactually
Flowlu
Pipedrive
Bexio
InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.
Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.
InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.
BIGContacts by ProProfs is an industry-leading CRM software that goes above and beyond to suffice your business needs. It offers a wide range of features, such as contact management, email marketing, task management, calendar integration, and reporting. BIGContacts is a highly acclaimed tool in the marketplace due to its ease of use, robust functionality, and exceptional customer service. Its comprehensive features and affordable pricing make it a sought-after choice for businesses of all sizes.
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BIGContacts is a feature-packed contact management software that goes beyond the basics. One of its standout features is profile enrichment through social media accounts, which automatically updates and enriches contact details.
Moreover, the platform's seamless integration with various apps like Outlook, Maichimp, and ActiveCampaign enhances our team’s overall efficiency. Whether it's syncing with email, CRM, or marketing tools, BIGContacts simplifies tasks and centralizes data.
We were searching for a scalable tool that simplifies contact management and sales tracking for you. BIGContacts has offered satisfactory performance in all these regards. It is easy to navigate and intuitive, making our jobs slightly easier.
BIGContacts' marketing automation capabilities are excellent. Through it, we are able to track the position of every client within the sales funnel and optimize our interactions accordingly. This tool also offers impressive reporting capabilities. Along with standard templates, we can also create custom reports using the tool.
Flinks - Flinks is the only financial data aggregator dedicated to the Canadian market.
HubSpot CRM - Free CRM software for small businesses.
RightCapital - RightCapital is a financial and tax planning software solution.
Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.
Fast409A - Fast409A is a painless, time-efficient service provided in partnership with Solium.
Keap - Grow Sales. Save Time. Get Organized.