xRM for Financial Planners
Track Clients, Households, and Portfolios
Financial planners, wealth advisers, and money managers juggle a long list of clients, each of whom has their own financial goals and mix of financial assets. Add to that, regulatory requirements and reporting, as well as forecasting and research, and the daily office life of a financial professional can be harried if their operational systems aren’t up to par. If your office is still working from spreadsheets or manually entering data, P2 Automation can help improve your operational flow, automate data retrieval, and dramatically reduce your manual data entry burden.
Common Challenges for Financial Planners
- Most CRMs don’t track portfolio types and other critical information specific to financial planners
- Standard CRMs also don’t track households with family members, especially children... the next generation of potential customers who could benefit from your services now and in the future
- It’s time-consuming and tedious to create required customer reports on a regular basis
- Flagging systems for critical pre-retirement and post-retirement withdrawal threshold ages (59.5 and 73) aren’t built into standard CRM systems
P2 Automation
Solutions for
Financial Planning
Customized Software Geared to Financial Advisors
Your xRM system will streamline your operations, freeing you to spend more time on sales and customer service.
Milestone Flagging
When your customer approaches milestone birthdays such as 59.5 and 73, certain tasks and requirements need to be addressed. Your xRM system can highlight these key birthdays so that you and your staff are alerted to your client’s impending deadlines.
Family Member Tracking
Helping your client’s children get ready for financial success early should be one of the goals of every financial advisor. Your xRM system can track the kids and help you groom your next generation of clients.
Merge Multiple Sources of Financial Data
Few customers have just one account or source of income. Merging all of those income streams into one dashboard helps you to see the whole picture faster and easier.
Eliminate or Reduce Data Entry
Tied to spreadsheets or other data sources, your xRM system can automate the data collection process, saving you hours if not days of data input.
Customized to Your Process
Most software systems want you to follow pre-defined steps and processes. Instead, your xRM system will be built to support your process needs so that you can work the way you want to work.
Financial Planner Testimonial
