CRM for Advisors

Manage your client relationship life cycle in one place at no extra cost. From contact to prospect to client to former client and back again

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CRM for
‍Advisors

Manage your client relationship life cycle in one place at no extra cost. From contact to prospect to client to former client and back again

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CLIENT ACTIVITY 
MONITOR

  • Fully integrated into Advisor Portal and Broker Portal
  • Store, view and update information about all of your contacts, including prospects, clients, former clients, colleagues, and personal and professional relationships in one place
  • Quickly turn prospects into clients by sending electronic client account invitations
  • Manage all of your client emails, including sending emails and viewing email history through a secure, third-party email service
  • Send emails to multiple people using the Bulk Email feature
  • Add notes to track your client relationships and quickly sort, edit and delete notes
  • Add tasks and events related to any contact and quickly see upcoming tasks and events on the CRM calendar
  • Check on the progress of client account applications and view detailed information about your current clients with a click of your mouse
  • Maintain CRM records for closed client accounts for future re-opening
  • Use a simple search to quickly find contacts or enter a variety of search criteria to conduct a more detailed search
  • Quickly jump between the Dashboard and CRM for different views of your client accounts
  • Organize all of your contacts into groups to more easily manage your business
  • Upload many contacts at once by importing CSV files from Microsoft Excel
  • Easily delete and print records

Try Client Portal today

Stay connected to what matters and access the key features and services of your MEXEM account – all in one place and from any device

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