Transform Your Advisory Practice with a CRM Built for Simplicity and Growth
Discover the perfect blend of simplicity and scalability with our CRM Launchpad, tailored for financial advisors seeking efficiency and growth.
A Truly Centralized CRM Platform
In the world of finance, integration isn't just a feature - it's a necessity. Our CRM Launchpad, built on the robust Microsoft Dynamics 365 platform, is designed to seamlessly integrate with virtually any system. Say goodbye to siloed information and duplicate data.
Welcome to a world where your technology works in unison, ensuring up-to-date and accurate 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.
86% of financial advisors agree that success is directly tied to their ability to manage client return expectations. Our CRM platform is designed to foster collaborative and proactive relationships, providing tools for better understanding and managing client emotions and investment decisions.
Simplicity meets Sophistication.
Unleash sophisticated CRM logic to easily show what is On-Track, Off-Track, and At-Risk across your practice.
A CRM that understands Financial Advisors and their needs.
Half the battle is finding a CRM that you actually want to use. That's why our solution isn't just Dynamics out of the box. It's a carefully crafted system that replicates and improves upon functionalities crucial for financial advisors - all while ensuring compliance and security within Microsoft's trusted ecosystem.
Manage your compliance process with greater ease and efficiency.
When adherence isn't optional, our CRM simplifies compliance and transforms it into a strength of your practice. With every client interaction logged effortlessly and a one-click summary feature 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
Streamline Wealth Management with Advanced CRM Tools
Gone are the days of unconnected databases and siloed information. Our CRM Launchpad provides a 360-degree view of your clients, enhancing trust and relationship building. With comprehensive tracking of personal information, communication preferences, and financial goals, our system enables you to set appointments and organize financial data efficiently.
Tailored to your needs.
Not just any CRM - a solution built for financial advisors.
Simplify and Automate your Client Review Process.
Get your CRM working for you. With our Client Review tool you can easily manage your client reviews from initiating a link to schedule a review, to task assignment for preparation, to creating the next review.
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 Advisor CRM Launchpad
By choosing our CRM Launchpad, you’re not just getting a tool; you’re adopting a solution that understands and addresses the unique needs of financial advisors. Transform your client management today and start maximizing your advisory potential.
Amplify Your Financial Advice with Our Customized CRM Solution
Introducing the Amplify Advisor CRM Launchpad - A tailored Dynamics 365 experience designed for financial advisors, merging intuitive use with unmatched integration capabilities.
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.
