Elevate Your Advisory Practice with a CRM Built for Financial Advisors
Discover the perfect blend of simplicity and scalability with the Amplify Advisor CRM Launchpad. Built on the robust Dynamics 365 platform and optimized for financial advisory practices, it is the centralized CRM that enables you to streamline operations, provide more personalized client service, and grow your business.
A Truly Centralized CRM Platform
In the financial world, seamless integration is paramount. Our CRM Launchpad, built on Microsoft Dynamics 365, integrates with virtually any system, eliminating data silos and ensuring up-to-date, accurate client information at your fingertips.
Discover integrated excellence.
Discover how our CRM Launchpad can revolutionize your financial advisory practice. With us, you’re not just adopting a CRM; you’re embracing a solution that understands and addresses your unique challenges and opportunities.
See our CRM Launchpad for Financial Advisors
Transform Your Advisory Practice with a CRM Built for Simplicity and Growth. Discover the perfect blend of simplicity and scalability with our CRM Launchpad built on Microsoft Dynamics 365, tailored for financial advisors seeking efficiency and growth.
Client Relationship Management Reimagined.
With 86% of financial advisors recognizing that success hinges on managing client expectations, our CRM is engineered to foster collaborative, proactive relationships. Gain the tools to better understand client emotions, manage investment decisions, and deliver exceptional service.
Simplicity meets Sophistication.
Unleash sophisticated CRM logic to easily monitor client progress, identify potential risks, and ensure everyone is on track.
Built for Financial Advisors, Optimized for Success
Stop settling for generic CRM solutions. The Amplify Advisor CRM Launchpad is carefully crafted system designed to replicate and improve upon the functionalities most critical for financial advisors, all within Microsoft's trusted, secure ecosystem.
Compliance, Simplified
Simplify compliance and transform it into a strength of your practice. With effortless logging of client interactions and one-click summary reports for auditing purposes, you're not just meeting compliance standards – you're setting new ones.
Let’s explore simplification.
Effortless logging and one-click audit reports
Automation That Empowers
Our CRM Launchpad provides a 360-degree view of your clients, enhancing trust and strengthening relationships. With comprehensive tracking of personal information, communication preferences, and financial goals, our system enables efficient appointment scheduling and organized financial data management.
Tailored to your needs.
Not just any CRM - a solution built for financial advisors.
Streamlined Client Reviews
Get your CRM working for you. With our Client Review tool, you can easily manage client reviews from initiation to task assignment to follow-up, saving you time and enhancing client engagement.
Focus on what truly matters: Your clients
Microsoft has launched 'Co-Pilot' which is based on Open-AI technology that helps to bridge the gap between Outlook and Dynamics 365.
What’s included in the CRM Launchpad for Financial Advisors
The Amplify Advantage: Personalized Service, Unmatched Expertise
While other CRM solutions offer prebuilt features for financial advisors, we go a step further. The Amplify CRM Launchpad is proactively implemented, customized, and maintained to ensure it evolves alongside your practice, providing you the technology and support needed for long-term success.
Implementation Packages
Base
149.95
Run
249.95
Sprint
349.95
IMPLEMENTATION
MIN. 6 MONTHS
User Administration
Troubleshooting & Support
Customization
Dedicated Client Success Manager & Developer
Meeting Cadence (with dedicated CSM)
MONTHLY
BI-WEEKLY
Customization Turnaround
MEDIUM
HIGH
CRM Strategy Consulting
End User Survey & Analysis
Executive Reviews
ANNUAL
BI-ANNUAL
Commitment
ONE YEAR*
INITIAL 6 MONTH*
INITIAL 6 MONTH*
* Terms & conditions apply
Competing with the best, offering more.
While other CRMs/Salesforce offers a prebuilt solution for financial advisors, we go a step further. Our Amplify CRM Launchpad isn’t just about meeting your needs today - it’s about anticipating them tomorrow. With proactive implementation, customization, and maintenance, we ensure that our CRM evolves with your practice.
Book a demo and see the Difference
Discover how our CRM Launchpad can revolutionize your financial advisory practice. With us, you’re not just adopting a CRM; you’re embracing a solution that understands and addressesyour unique challenges and opportunities.
