Save time and streamline your Financial Advisory Firm's business processes as well as those of your Financial Advisors, with iProsper™ management tools so that you can focus on what you do best - providing financial advisory services to your firms advisors and their clients.
Fully-customizable business management software for Financial Advisory Firms.
Birthday cards and/or follow-up with prospects is a thing of the past now!
Organizer helps your financial advisory firm and financial advisors find and tag data in an organized, systematic fashion.
Financial advisory firms and also their financial advisors can now easily create, store and manage client, employee or supplier documents.
Financial advisors can now create personalized email templates and send automated emails to their customers from predefined dates or custom actions actions and so can Financial Advisory Firms.
Your new favourite time saving duo
Tags are a way to group contacts and/or companies together and add relevant keywords to them. It helps in categorizing your contacts and companies.
Customize your forms, fields and filters. Create tables, data sheets and online surveys that help you adapt to your business's unique structure! iProsper™, the only business management system that you customize, based on how you manage your business.
For Financial Advisory Firms:
Feedback from Advisory Firm's advisors:
Employees who use iProsper talk about how easy and fun it is to use a system compared to old ways of working. They are happy to hear what their advisors and their clients have to say!
Financial advisory firms and their advisors have increased their client base and assets under management. They are very proud of their progress and success as well as their financial advisors' progress and success!
Customization is KEY to our business! I can have advisors and their clients complete custom forms; the custom forms are filled out, the data goes to the file, in the system, for immediate attention and access to our team! It's amazing! We estimate work is 3-5 times more efficient than using previous CRMs like Kronos and Act by Sage. We really enjoy working with iProspe as it's easier and faster!
iProsper's automation speeds up our unique process. Over the past 20 years, many workers have been hired and trained in the asset management segment of my firm. I personally manage 350 families and more than $40 million of their investments. iProsper reduced our management costs, improved service to clients, added to productivity and provided new capacities to build business and free up time. Remarkable results!
Financial advisors and their clients send emails saying how much easier it is now with the new tools they use and how much they appreciate the service. We've never had comments such as these before!
It is much easier to attract support staff as they can work from home and come to the office only when needed. "Better for the environment too"
iProsper provides us with peace of mind, integrity with our compliance department, a lot more free time and a jump in income. Unproductive time is transformed into time to build business and serve our clients closely thanks to the 3 year projection custom forms.
André Cyr Founder of André Cyr L'Équipe Financial Consultancy
Want to save time? Let us setup iProsper™ for you.
Send a request below and one of our consultants will contact you to: 1. Understand your business objectives 2. Prepare and propose a custom-built system for your unique business processes