For any independent financial advisor, customer satisfaction is a key to earning repeat business. With an efficient customer relationship management system, customer satisfaction is simple to achieve. Panoramix™ offers a portfolio management tool that allows financial advisors to control their CRM with ease.

By using the Panoramix™ solution's organized dashboard, an advisor can instantly view a snapshot of a customer’s portfolio and information. This puts an advisor in the driver’s seat in terms of following up with clients at the appropriate time and offering the services that make the most sense based on recent history. Learn more about the Panoramix™ CRM tool and see how easy it is to take control of your CRM.