AdvisorsGold

 
 

 

Smart Software. Smart Business.
AdvisorsGold is simply the best contact management for  financial advisors. Automated tasks, customized data fields, customized screen views and a customized merge-ready document library.  AdvisorsGold makes your job easier!

View a Demo     Coming Enhancements

 

AdvisorsGold Mobile

The next evolution of productivity. Live wireless access to AdvisorsGold for a complete in and out of office solution. Works on all Treos, Blackberry and  Windows Mobile devices. Expected release May 2008.

Tools

AdvisorsGold is an add-on to the CRM package Goldmine. AdvisorsGold will assist you in achieving true independence, allow you to control and protect your client data and help you to take your practice to the next level. AdvisorsGold takes advantage of field tested business and marketing techniques of top producers. This software will amaze your clients, improve your referral rate and increase your profits.

 

CRM software is highly effective and choosing the right solution for you is critical.
Call us at (610)399-1500 ext. 100  with your questions and concerns.