Why are Financial Advisors choosing Maximizer?
Maximizer is the #1 CRM solution for financial advisors in Canada. Increase your book of business and retain more clients while freeing up time for what matters.
Free up your time for what matters most
50+ pre-built action plans by client type - ready to reduce your time on manual tasks and boost your productivity
Easily manage your current client relationships and build new relationships across generations
Grow your Book
Keep complete records of all client interactions with automatic call logging and Outlook and Gmail integrations
Compliance Made easy
Built by Advisors for Advisors
With over 35 years of experience in the financial industry, we know what you need to succeed.
Shared address book
Data hosted in Canada
Free live training webinars
Mobile CRM App Available
Easy customizable fields
Standardized data and reporting
Financial Advisors choose to grow with Maximizer
With Maximizer, it's easy to find and nurture new leads, stay organized, and deliver exceptional customer service.
“Maximizer allows us to identify opportunities and keep it at the forefront. All the information we need is at our fingertips on the go. ”
Paulina
Wealth Advisor
“Maximizer is a vital part of our day. It keeps us aligned on what tasks we have coming up, completed, and pending. It makes our day run smoothly and keeps everyone on track.”
Chrissy K
Client Services Coordinator
“I appreciate the ability to use Maximizer as a system to keep track of my business pipeline, strengthen my compliance adherence and provide better ongoing customer service. ”
Maria
Private Markets Specialist
Try Maximizer free for 15 days
Make the most of your time - Maximizer provides the tools and resources you need to confidently increase your book of business and retain more clients.
© 2022 Maximizer
