Alternatives to Sticky Advisor

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

1CRM is a highly customizable All-in-One CRM built for comprehensive management of small-to-medium businesses. Its core strength is the integration of order management (quotes, invoices, product catalog, purchase orders, inventory tracking and more), customer service and project management within a unified CRM framework.

enVisual360, the first module-based wealth management suite, that can be licensed module by module. This means you only need to license what you use when you need it. enVisual can be scaled to fit your business size and budget. enVisual will immediately deliver productivity and ROI. Create your own system! This system is designed expressly for wealth management companies and is immediately fit for purpose. Unlike other products on the market enVisual360 doesn't require expensive customisation and consultancy to be implemented. enVisual360 was designed by wealth professionals for wealth professionals. It delivers productivity and lowers client administration costs, especially in relation to ever-increasing compliance requirements. The system is simple to use and includes simple data import/export functionality further adding to productivity. enVisual360 offers a range of fully integrated core modules that are scalable, affordable and simple to implement.

ProTracker Advantage Desktop is the complete-featured, user-friendly Client Relationship Management software you've been looking for. It is the perfect solution for busy professionals looking to manage their practice and relationships. ProTracker Advantage is a client-centered contact system and practice management system that was specifically designed for financial planning and investment management professionals. ProTracker Advantage Desktop: Why? Manage your Clients: Record every useful detail. Keep track of every event in your relationship's history, including every email, letter, task, meeting and recommendation. You can either print or keep electronic copies of the information. Be confident Manage your Practice: Set up marketing campaigns and monitor progress. Automate the calculation of Required Minimum Distribution (RMD), and track withdrawals. You can modify standard workflow processes to fit your business. You can monitor the completion of tasks by staff and yourself. Prepare reports necessary for regulatory compliance.

FPS GOLD has been providing core and mobile banking, online banking, wire transfer software and a content management system for financial institutions for more than 55 years. FPS GOLD's mission is to help financial institutions succeed, profit, and thrive through flexible, robust software that's paired up with unmatched customer support. FPS Gold is more than just software. We actually care. We don't want you to doubt us. It's possible to test it yourself.

We have everything you need, from prospect to client. Track activities, take notes, and manage your pipeline. Integrate your inbox to sync important email with your CRM. The only interactive prospect portal that comes with the CRM for Finance suite makes it easier to close deals. This tool is for financial professionals. Obsidian's Business Intelligence Suite provides a variety plugins to help financial firms analyze investor and portfolio data. This includes subscription tracking by portfolio, salesperson, or representative, performance analytics, risk analytics, and account activity & tracking. Obsidian's interactive portals are available to all types of clients, including professional, institutional, and high-net worth firms. This suite allows for unparalleled flexibility in client communication and is suitable for all investment management firms.

Engage by simplifying complex topics. Our way of driving value is to make it simple, granular and easy. We are committed to creating sustainable, durable, and value-capturing value for fee-only advisors. You can create a new revenue stream for your clients to capture the value. This will allow them to offer clients a new service that is more valuable than their existing services. This will allow them to fully implement the plan. We believe in Win-Win scenarios. It's mutually beneficial to the planner and the clients. We believe in checklists and the power of checklists. They can transform your life and that of your clients one simple action at time. Advisors are helped by us making Financial Advisors more visible and dynamic. This helps remind and nudge key recommendations about Financial Planning.

We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.

Our CRM software for financial advisors helps you build deeper client relationships. Equisoft/connect, formerly Kronos Finance, is a web-based CRM system that was specifically designed for financial advisors. It allows you to centralize all information about your clients' investments and insurance. It's also a powerful productivity, sales, compliance, and marketing tool. Spend less time searching for client data and more time interacting with clients and prospects. Equisoft/connect allows you to access the information of your clients in one application. This means you don't have to switch between multiple systems to track their data. Equisoft/connect allows you to view and send emails to your clients, manage appointments, and track documents.

Automate your sales process and increase your lead to business conversion rates with a sales & marketing platform designed specifically for financial advisers.

Amplify, unlike traditional CRM systems allows EDOs and IPAs manage their entire investor life-cycle. You can attract new investors by building relationships. Engage with investors to realize their potential, and support existing investors through maximising aftercare/BRE. Amplify's intuitive design makes it easy to customize to your service offering with no hidden fees. Our team will assist you in every step of the process, from data migration to training, to system setup and maintenance. This is all included in your license fee. Visual dashboards and advanced analysis tools are available to measure investment & economic growth activity by sector, department, and target regions. Email integration allows users to track activity and communicate with the designated contacts/companies.

platform provides a digital core which supports smart automation, innovation and transformation. Modules such as client records, messaging and deal management, payments and accounting, allow you to manage important business processes. Cloud hosted, open-source agile architecture allows you to deliver efficient operations. platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core is a fully integrated front-to back infrastructure that allows financial services to be delivered. Your business will be able to adapt and scale without sacrificing reliability thanks to cutting-edge technology. Financial Services are changing rapidly. From client requirements to market forces and technology, the speed and scale for change is immense. Providers that rely on legacy systems are in danger of losing their competitive edge, while those who are digitally-advanced gain a competitive edge by providing long-term and immediate benefits.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

Context switching can reduce productivity. Switching between Outlook and your CRM is a waste of time. Keep your teams moving without causing unnecessary delays. Get started today with closing more deals and improving customer relationships. With Prophet CRM, we have helped thousands of companies streamline business processes. Join us today for a demo. Your team uses Outlook every day, so why shouldn't your CRM software? Because Prophet CRM is built into Outlook, it's easy for sales and marketing teams to use. Our dedicated team of project managers will help you to easily adopt the CRM in your company. Our Gold Support plan offers a 2-hour SLA. All support staff are full-time employees based in the United States. Avidian, an employee-owned business, was founded in 2002 in Seattle. It provides a CRM solution directly within Microsoft Outlook.

Avolin's powerful CRM is specifically designed for community banks and credit unions. It gives you a central 360-degree view of all your clients. Your financial services teams will have the ability to deliver exceptional customer experiences like never before. A centralized data view that includes all of your clients' experiences and communications will help you build stronger relationships with them. You'll be able build stronger relationships, sell more, and expand every opportunity with one unified view. CoreTrac is more than any other platform. It gives you the insight you need to create bespoke communications for all of your clients and prospects. The right message, at exactly the right time. CoreTrac automatically handles online requests, so your website can be available to clients and generate revenue 24 hours a day.

Engage helps Financial Institutions meet customer needs with confidence, despite changing customer expectations and new types of competitors. Engage is a comprehensive, end to end solution for card, account, and consumer lending marketing automation. It helps you understand your customers and what they want. Engage provides revenue-driving opportunities for your organization. It allows you to target your audience with relevant communications and measure the impact on your bottom line. Engage combines your data with 3rd-party data to provide cutting-edge decisioning tools and marketing engines. This eliminates the need for IT data pulling, sorting, or manual reporting for marketing campaigns. It also improves the client experience and efficiency of your lending growth efforts by integrating with MeridianLink Consumer loan origination software, and MeridianLink Portal.

Market Quest is a powerful yet easy-to-use database marketing and customer management program. It can help you increase sales and give you an edge over your competitors. Market Quest can send Ecards, newsletters and videos. You have the option to customize it further. Market Quest integrates with your website to capture all entry forms and assign them to a sales professional. You can also retain that lead and help to generate future referrals.

CRM Software for Mortgage Professionals. Use a wide range of original marketing materials. Pre-built drip campaigns that are ready to use. Two monthly newsletters will help you reach out to clients and referral partners. Use two-way texts to communicate with your contacts. Cimmaron offers a wide range of ready-to-use eCards, from birthdays and milestones through to major holidays. Create and send videos with your eMail marketing. Marketing with co-branding made simple. Track and measure performance by using open rates, conversions, click-throughs etc. One user can manage marketing for an entire branch or organization. Integration with all major lead providers, predictive dialers and other tools. Create custom business rules for lead distribution. Automated lead delivery via notifications on your desktop or mobile app. Create shark tanks to automatically redistribute lead based on response times.

Smart experiences, workflows, and content designed for scale distribution and to simplify investor services functions of global asset manager, private equity firms and real estate groups, hedge fund, credit and funds of funds. A CRM that is specifically tailored for your world allows you to manage your contacts, prospects, commitments, and deals. Private placements with brand-named, institutionally wrapped communications. The perfect portal to get your business started at a great price. Ideal for firms without a portal and needing something that can be quickly set up and used by investors. All the tools and workflows needed to communicate and report. It elevates the Essentials Portal to a higher level by adding CRM and performance dashboards. It is ideal for firms that want to move away from Excel or other inefficient tools in order to manage investor and contact relationships and improve their reporting and management.

The simplest CRM available, which is driven by your sales process, will help you grow your business. Our simple and intelligent sales force automation software will improve customer engagement, close leads, and nurture customers. It is said that nothing happens unless someone buys something. You need leads or people to sell whatever product you are selling. This is the lifeline of sales that you can manage almost effortlessly. You don't build businesses, you build people. Then, people build the business. To continue building your business, nurture relationships through responsive communication. You can access the full ezTask.io experience from your iOS or Android device and manage your business from anywhere. We will take care of clearing out all the clutter so that you can focus on selling.

AdvisorEngine is a powerful and intuitive technology platform for financial advisors. Our team includes former financial advisors, data scientists, designers and futurists. Every morning, we come to work with the goal of creating the future for financial advice. We start with the advisor-client relationship, and then work our way outwards. The best advice is deeply human. It starts and ends with people. We are always looking for new ways to understand investor behavior and investing. Research is the best way to get the best advice. This includes research that incorporates developments in quantitative finance and behavioral economics as well as artificial intelligence. Our technology has a unique aesthetic because we are creative and design-oriented. Inspiration is the best advice. You can make it easy for new clients to start working with you by offering a personalized and streamlined digital onboarding process.

Questis, a configurable platform for financial wellness delivery, allows retirement advisors to easily deliver customized wellness programs to plan sponsors and participants. Questis was founded by financial professionals and combines the power of software with the flexibility required to drive behavior change. The Questis Platform simplifies financial wellness and makes it profitable with seamless integrations, scalable technology and industry insight. The Questis Platform opens up new avenues for financial service providers, and tangibly improves financial wellness for plan sponsors and participants. Anyone can now offer financial wellness as an optional service. It is easy and customizable to fit their branding and requirements.

Finaeo, a cloud-based digital assistant platform that is specifically designed for financial advisors, is available in the cloud. Finaeo Inc., a Toronto company, developed Finaeo. This AI-enabled digital assistant helps financial advisors streamline their processes and systems. Finaeo is equipped with enterprise-grade features that allow financial service organizations to have complete control over their back office administration, product mix, data, and client relationships.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

A cloud-based solution for Registered Investment Advisors and Broker Dealers. Easy integration and management of client data and accounts. Integrate seamlessly with other productivity applications. Platform compliant with SEC Rule 17a-4. This requires client and account recordkeeping with both instant access and non-immediate (WORM) storage. Keep track of business practices and communications with clients. Manage workflow templates. Optimize sales through prospect classification. Maintain a higher level of control over the organization structure. Monitor who has access to what tasks and who has the responsibility.

Cool Life Customer Relationship Management (CRM) delivers actionable information in real-time. Cool Life CRM is designed to address complex customer management environments. It provides a 360 marketing solution with a complete relationship lifecycle process that provides valuable insights for business leaders. Cool Life CRM is fast, secure, intuitive, and addresses the unique market needs for specialty firms like professional associations, financial service companies, and software and services companies.

Investor CRM is a tool that allows you to manage your investor pipeline. Collaboration is built-in - you can work directly with advisors and mentors in your account. Instant pipeline visibility and fundraising efficiency. You can search a database that includes 21,000 VC funds, 100,000 angels, family offices and fund-of-funds as well as PE firms. It's the fastest way for you to build a list of target investors. You can create engaging newsletters with Investor Updates in just 15 minutes. Keep in touch with potential investors and current investors. Track views and duration - this is a strong indicator of interest. Explore the complete collection of 80+ startup documents, including term sheets and cap tables, pitch decks, financial model, NDAs, financial models, financial models, and more.

Our powerful Customer Relationship Management software (CRM) can help you increase productivity, generate more revenues, and improve engagement. Manage your advance/loan portfolio. Integrated with ACH processors. Includes broker portal and syndicate reporting. Send email and SMS campaigns, send/receive SMS messages, track email openings, and much more. ClixSign® allows you to send any document for electronic signature. You can see when documents have been viewed and signed by up 8 signers. Your customers can access a branded portal that allows them to upload documents, view messages and track balances/payments. The most up-to-date contact and deal management software allows you to see the entire pipeline. Centrex Software provides custom software development solutions. We assist customers in building web and mobile apps for any purpose.

Satuit Technologies was acquired by Tier1 Financial Solutions 2021. It is the premier provider CRM, reporting and portal software solutions for Buy-Side, Hedge Fund, Wealth Management, Private Equity, and Real Estate Markets. The company has offices in Canada and the United States and serves clients in over thirty-five countries.

You can use your existing contacts database in Excel spreadsheet or CSV format and let the system store them securely for any future work. You can apply filters to your contacts and create segments by country, company position, or any other custom field. You can also save segments for future campaigns. Select your target segment and create your first automated email sequence using behavioral and time-based triggers. Include snippets to make it sound natural. Track the performance of your campaigns with Reports. You can turn leads into opportunities or close deals by turning opportunities into opportunities. Platformax is an inside-sales CRM that was built on over 40 years of sales experience by our co-founders. It is a modular sales platform that optimizes all aspects of your sales process. This includes prospecting, lead nurturing, opportunities tracking, sales fulfillment, order delivery, and after-sales support.

Tier1 Financial Solutions is a global leader in relationship management software for investment banking professionals, corporate and investment banking, and capital markets. Our clients are empowered to increase productivity, reduce risk and improve customer ROI. Tier1 provides the connectivity, tools, and workflows that enable collaboration, transparency, communication, and communication between capital market participants and clients. Our extensible developer toolkit, plug-ins, and Salesforce's solid encryption enable rapid custom application development using capital markets-grade security, configurable coverage models, and industry-specific business logic.

Track and monitor your sales activity in order to ensure that you are on the right path. Features tailored to your business. Apex 72 interactive client experience allows you to securely capture client data, and create a unique experience. APEX 72 has built-in dashboards and reporting systems that keep managers informed. Our interactive and real-time application streamlines the discovery process for clients. Support sales team managers with activity, calendar and process management reports. Transparency for your whole team. Do not just take our word. It is important to use efficient technology in order to focus on your core business. Sales productivity is critical to achieving business growth.

IRSLogics is the oldest and most trusted professional tax resolution software. We have been in business for over a decade and use our knowledge to improve our products and services based upon the needs and reviews of our customers. Logics places customer service first. We have a dedicated support team that will listen to your concerns and resolve your queries at no cost to ensure you receive uninterrupted service. IRSLogics is entirely web-based and doesn't require any setup. Logging in is easy from any device, from any place. Only one requirement is an internet connection. Call 312-957-8979

Deal, relationship, as well as firm management. DealCloud is a single-source platform that allows capital markets firms to manage their dealmaking process, from strategy to execution to origination. We provide best-in-class customized solutions for all sizes of firms, as well as a variety data partner integrations and system interfaces that will maximize your technology investments. To learn more about DealCloud, schedule a demo below. We have provided the solutions needed to make capital markets professionals more efficient and competitive with over 25,000 people.

Trust grows when work flows. With Financial Services Cloud and Slack, you can collaborate in real-time, instantly share insights, keep compliance, and make faster, smarter decisions from anywhere. To build stronger client relationships, empower senior bankers, analysts and compliance managers as well as group heads. Manage your pipelines, collaborate effectively across deal teams, leverage third-party data, ensure that information is shared with the correct people at the right times, and ensure that you have the right people in the right place at the right time. Transform your banking operations to be more responsive to customer needs and financial well-being. Empower employees to deliver seamless experiences across channels. With omni-channel engagement and agile product innovation, embrace the digital imperative of the industry. All of this is possible from one cloud platform.

Aidium is a powerful CRM tool that helps mortgage professionals streamline their processes, increase their ROI and scale operations. Aidium's Lead Conversion Software will help you streamline your loan origination with its ability to nurture leads, increase the number of successful mortgage deals, and convert more leads. Aidium's Mortgage Automation CRM automates your processes and improves client relationships. It also improves lead conversion through intelligent workflows, data-driven strategy, and data-driven workflows. Aidium's Marketing Software includes a comprehensive set of tools to maximize lead generation, improve client engagement and grow your loan portfolio. You can share your pipeline with your team and have them follow up on leads as needed. Do you have multiple team members contacting prospects? You can now see all their activity in a single, easy-to-use location.

The CRM for Financial Services. Comprehensive Management Solution. Multibrands, platforms, and call-centers can all be managed in one system. Proftit CRM can be divided into sales, marketing management, management, and reports. Proftit lets you keep control of your data. All leads can be analyzed according to your brand's requirements. Optimize how leads are handled in order to get the best value per client. Automate. Automate to create a more efficient, accurate, and goal-oriented business. Features. Your sales agents should have all the information they need to communicate with clients. This will improve the quality of communication. Based on the trader’s location, receive the current time, weather conditions and news events. Verify clients and comply with regulatory requirements. See the behavior of trader, most traded assets, history, and overall performance. Real-time notifications provide key trading insights, such as trading PNL, margins, and more. You can track and view trader activity without accessing MT4 Manager.

Practifi is a performance optimization platform that transforms data to insights, action, and excellence at scale. We help wealth management companies go beyond traditional CRMs to redefine what's possible. Practifi, unlike traditional CRMs, unites your team, data, and the best-in-class tools to provide you with the visibility and oversight that you need to move your company forward. Our enterprise workflow engine, open API, and robust analytics centralize data sources to maximise actions and insights. Practifi is a top-rated platform in the industry. We have received high praises for our innovative features and intelligent platform design. Partnership is more than just being available to help when things go wrong. Our team is committed in working closely with clients to solve their problems or build them if they don’t exist.

Salentica offers a wide range of features, and the ability to add many more. We have automated the repetitive, explored analytics and integrated the best tools to create the most powerful web-based financial CRM. Salentica improves activations, creates better campaigns, and optimizes outreach. You can achieve more targeted targeting, better segmentation and discover personalized content opportunities. It can be difficult to know if you're saying the right thing to the right client. It's now possible to answer their questions more accurately and in a more informed manner. Your CRM can automate your workflow. Reduce errors and allow your employees to concentrate on the work that only humans can do.

The Unify full-suite mortgage platform gives you all the tools to grow your business. Unify provides top mortgage professionals with the software they need to grow their businesses. Manage key relationships, automate your marketing campaigns, track leads, all in one place designed for mortgage professionals. Mortgage Inquiry Alerts monitors your contacts and alerts when they apply for a loan with your competitor. This gives you the chance to connect with them and keep their business. The Unify mobile app allows you to add and view contacts, manage leads and set and receive reminders. You can also view loan details, create flyers, send videos and create marketing campaigns. All you need to manage customer relations can be found in your pocket. It takes time to grow your mortgage CRM business. You may not have the time to grow your mortgage CRM business as a top mortgage professional. Unify was created for busy mortgage professionals like you, to help them generate new leads and keep clients.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

Maximize financial visibility, profitability. Assess your business's health, improve financial controls, make timely decisions to drive agility, growth, and financial reporting. Integrate financials into core business processes to automate tedious and time-consuming tasks, increase user productivity, support evolving business models and maximize financial performance. Process automation, budget control, financial planning and analysis, as well as process automation, can help you reduce costs and optimize spending across different business geographies. With a chart of accounts that is based on rules and a service that does not require code configuration, you can quickly adapt to new financial and legal requirements. This allows you to simplify regulatory reporting, electronic billing, and global payments. Dynamics 365 Finance is helping customers optimize their financial operations.

Mortgage professionals who want to convert more leads. MLO Shift is built using ActiveCampaign, a top-of-the-line CRM and marketing automation platform trusted by more than 50,000 businesses. Your account includes 25 users and 2,500 contacts. MLO Shift Membership gives you access to our entire library of step-by-step video training courses. This will help you get started quickly to get the most from your investment. You can create your own landing pages. You can modify a template or create your own. Pages are quick to create and easy to use on mobile devices. This allows you to run campaigns and convert more leads. You can automatically drop all your leads into one system, and instantly follow-up with email, text, and Slybroadcast voicemails. This allows you to focus on your business. Track and follow up with your referrals automatically, so you don't lose track of any leads, only to discover that they have worked with the competition.

SalesPage is the best partner in asset management distribution. Our strengths include technical strength, industry knowledge and collaboration with strong client communities. Since over 20 years, SalesPage has helped asset managers to use data to help them drive their distribution strategies. Our clients can use SalesPage's distribution platform, solutions and services to better target their prospects and manage the business. Our industry-leading services and solutions are available to asset managers. Our SalesPage client base is a driving force behind our value proposition. We don't believe one size fits all. Our products offer solutions for asset managers with different requirements. SalesPage products share the same vision: to help asset managers distribute more intelligently. Their specialization and ability to help you is what makes them different.

You can create your own digital financial institution using our core platform. Bricknode Core and its API can be used as a framework for building your own financial business. Bricknode's cloud-based platform is scalable and can be compared to the infrastructure or plumbing of financial operations. Our goal is to enable both established financial institutions as well as startups to digitalize and create value for customers. Everything is cloud-based. You can extend the functionality of Bricknode broker by activating modules and applications in our Marketplace. Bricknode Core's back office module is its core interface. You can manage customers, financial instruments and orders from this module. You can also enable specialized add-ons that will automate your back office operations.

Doxim CRM offers the customer relationship management solution that will make your business more profitable. Doxim CRM was designed to meet the specific needs of Credit Unions and Banks. It gives staff a 360-degree view of customer interactions and activities. Doxim CRM allows you to increase your brand loyalty and revenue by gaining a deeper understanding about your customer base. Doxim CRM is fully integrated with the Doxim customer engagement platform for end-to-end customer service management.