The Independent CRM for Financial Advisors and Financial Planners
FinStak CRM is created by and for Financial Advisory practices. This powerful tool is backed by a top CRM platform, Zoho, and offers excellent features to help financial planners manage clients and prospects to ensure an outstanding client experience. With features such as workflow automation, integrated marketing, customization, and many more, FinStak is the ultimate practice management tool for the financial services professional.
Our Story
Being deeply involved in the financial industry, we noticed many gaps and inefficiencies in the tech stack that traditional industry-specific CRMs offer. For example, our previous tech stack involved 15-20 different applications, often making it difficult to switch between multiple programs. In addition, the programs are loosely integrated, creating additional work for team members and frustration when generating reports. This was needlessly time-consuming and overly costly, especially for a small independent advisor.
FinStak Is Built For
Independent Financial Advisors
Fee-Only or Fee + Commission Financial Planners
Solo-Advisors
Ensemble Practices
Registered Investment Advisory Firms
Enterprise Firms
Independent Broker-Dealers
Wealth Management Firms
FinStak CRM is a complete CRM solution to manage your leads, clients, accounts, client communication, documents, meetings, marketing, and much more. FinStak is full of features to help you build a better business. We invite you to check us out and join our growing family.
We are on a quest to elevate Financial Advisors’ impact on the world by providing a technology that helps make an Advisor and their team more efficient.
Stacked with Features
To keep you and your team connected with who you want, when you want!
