New regulation is here and one software provider believes it can help you restore client confidence:

New CRM2 regulations are here. Made in Canada, CRM2plus software can help you restore client confidence. CRM2 performance reporting is made easy. Graphs and charts give you tangible and demonstrable proof of your value as a financial professional…

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Working with the Average Investor

The average investor lacks the time to make sense of their financial reports. The biggest benefit of using a financial advisor is having a credible, well-educated individual to explain performance and help guide financial decisions. But this is time consuming.. There are tools, Made in Canada tools, to make your life as a CFP or FA easier….

How can prepping client meetings be made more efficient?

Preparing for client meetings is time consuming. Generating the graphs, creating pictorials and tangilbles so that your high net worth clients can appreciate their performance…. is a lot of work. Software has been created to solve this: CRM2plus is some of the best software available for the Canadian market.

Tired of the using Excel to Prepare for Client Meetings?

Attention portfolio managers: there are tools that allow you to show clients graphically, what has been invested over time, market value, and performance. There are tools that require much less of your time than Excel, or your legacy system, and provide better results.
One such software tool, CRM2plus, satisfies and goes several steps beyond recent CRM2 regulations regarding performance, allowing you to demonstrate the value of your advice.

Just in time for RRSP season, new software to put you in charge of your finances:

Most investors have questions such as: How much have you invested in total? How much have you made in total? How does your portfolio performance compare to the TSX or other investing alternatives? Will you be able to reach your investment and retirement goals?
Introducing software to help you understand your financial health and answer these questions: CRM2plus.com