Advisors already have no shortage of customer relationship management products to choose from, so does the marketplace really need another one? The folks at Wealth Advisor CRM think so, and perhaps they are right. Their offering may be just different enough and inexpensive enough to attract a sizable following.
Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing. The company offers three price options. The Basic Plan, at $59 a month, provides access for a single advisor and a single administrative assistant. The Business Plan, at $69, accommodates up to two advisors and two administrators. The Premier Plan serves four advisors and three administrators for $79. All the plans come with a 14-day free trial. Only online orders and payments are accepted, through Visa, MasterCard or Discover.
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