What if you could tap into 10+ years of experience to deliver a higher level of service, more consistently, to more clients by consolidating all of your data so it’s centralized and accessible??
Reach out to Stephanie
Tracking and analyzing data created with your Customer Relationship Management (CRM) software can help you identify trends sooner, communicate more effectively, and target your marketing and retention efforts better.
Former Financial Advisor with Extensive Experience in Investment Management, Financial Planning, and Operations
Official Redtail CRM Strategic Partner & Qualified Wealthbox CRM Subject Matter Expert
Passionate About Technology with Expertise in Integrating Financial Advisor Software
Master of Business Administration (MBA)/ Master of Public Policy (MPP), Chartered Financial Consultant (ChFC®)
Align your Customer Relationship Management (CRM) software with your firm’s unique processes to drive efficiency and success. Our core offerings include two key services, with customized CRM implementation as our flagship solution.
In 2025, staying competitive as a financial advisor means leveraging the right tools to manage your client relationships effectively. Customer Relationship Management (CRM) software is
In today’s competitive financial advisory landscape, having the right tools to manage client relationships isn’t just a bonus—it’s a necessity. Choosing the right Customer Relationship
Managing client relationships is the cornerstone of success in the financial services industry. Whether you’re a financial advisor, wealth manager, or involved in any client-focused
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