Customer Relationship Management (CRM) (PDF | 11MB)

This first report on CRM technology, sponsored by TD AMERITRADE Institutional, will introduce you to many CRM technology vendors that focus specifically on the needs of the adviser. Through this research, we will help you to understand what you can expect out of an adviser focused CRM technology and how these CRM technology vendors stand up against one another across different aspects of their offers.

Did you know that most advisers using CRM have found it easy to use? What about the level of integration across features or the detailed functions of each software feature and how they compare? Whether you are looking for a new CRM solution or are trying to get the most out of your existing solution, this report includes information that will help you make the best decisions you can about your technology.

Member login required to download. Not a member? You can purchase the report at the FPA Online Store for $495 or become a member and get the CRM report along with other great member benefits today.

CRM Research Articles

Basic Contact Management: How CRM Vendors Compare

Learn from objective research, revealed in the March/April issue of Practice Management Solutions magazine, how 16 different CRM vendors stack up with their basic contact management functions.

CRM Snapshot: Adviser Use, Satisfaction and Cost

This article, published in the January/February issue of Practice Management Solutions magazine reveals what other advisers are using, how much they spent to purchase and implement the software, and whether or not those advisers are happy with their purchases.

7 Essential Steps When Considering CRM

Make the most of your technology purchases when you follow these 7 steps published in the November/December issue of Practice Management Solutions magazine.