Annual Performance Reporting, CRM2, CRM2Plus Software, Financial Advisors, portfolio analysis software, Uncategorized

How to Respond to Client Questions or

Ten Things you should know about CRM2plus Software

Things you already know:

  • Clients are asking more questions.
  • Questions take time to prepare for.
  • Time is always in limited supply.

There are software tools that will help you respond to client questions in less time and demonstrate the value of your professional services to your clients.

Once such tool is CRM2plus.   It satisfies and goes several steps beyond recent CRM2 regulations regarding performance.

  CRM2plus Feature Comparison

Feature Typical Software CRM2plus
Graphical Presentation -presents results in a table – results are graphical for clarity.  Graphs of fair market value and returns over different time frames such as Quarterly, Annual, 5 yr or custom dates are available.
Client Focused Portfolio Aggregation -reports on assets held by a single investment company -reports from the investor’s point of view.  Reports on performance across products and investments, including assets such as personal real estate holdings, showing a total financial picture.
Merging Accounts -single client, single account reporting


-reporting on any level of aggregation from individual accounts to family wealth management:  RESP’s, RRSP’s, TFSA’s, personal investments, business investments, family trust.
Benchmark Comparisons -compare against a single fixed benchmark


-create a transactionally consistent comparison to a blended benchmark portfolio including several different indices (e.g. 40% TSX, 20% DEX Universe Bond Index, 20% Euro Stoxx 50, 20% Gold)
Rebalancing -none -dynamic rebalancing to reflect the client’s portfolio mix
Testing Hypotheses -none -allows the Financial Advisor to demonstrate the value of their advice:   A copy of the client portfolio can be tested against various hypotheses:  “What would have happened if the client had not taken the advice and had sold late 2008?” Simulations against legitimate benchmarks can include timings of transfers and rebalancing.
Import External Data -none – Digital data can be imported.  To minimize the data entry burden, CRM2plus will read pdf’s.
Design Focus Corporate system built from the enterprise out to track transactions for the corporation. CRM2plus is a grass roots product; built from the bottom up, designed by Financial Advisors to help them better service their high net worth clients.


Why is CRM2plus software important for you?  Success comes from a competitive advantage and CRM2plus software gives you that advantage.










Annual Performance Reporting, benchmarks, CRM2, CRM2Plus, Financial Advisors, Software, Uncategorized

Client Questions, Time Pressures and CRM2

My performance is only gaged by what my last statement was so I don’t really have a sense of how I am doing or what my performance was. “

“My portfolio went up and I was happy.   It went down and I was sad.  I have been doing this for 16 years and I don’t know how much I have invested and how much I have made.”

This was a conversation with one of my clients and I am certain that it is not untypical. Explaining financial performance to clients is a challenging undertaking. Entering data, running analyses, and creating graphs and pictorials, are complex and time consuming tasks, but are necessary preparations for client meetings.

How do you streamline this time-consuming process?

New tools have become available to meet this challenge.   Portfolio analysis software, such as CRM2plus, will significantly reduce your workload.   This software reads in financial statements and in minutes, graphs investments against current value, identifies top performing quarters and years, and compares against meaningful benchmarks that mirror the portfolio holdings.  CRM2plus creates, in pictorial form, tangible and meaningful information for you and your client.    CRM2plus for Planners

CRM2plus was designed by financial advisors to address the new regulatory requirements.   Once top financial advisors saw the benefits of using this software, the capabilities were expanded to include benchmarking, merging portfolios, and creating counterfactuals.  In 2016, this software was made available to the public for general subscription.

Investment Analysis Software

Software for Financial Advisors, Financial Planners, CFP’s

CRM2plus for Planners