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.










investment analysis, Retirement Saving, RRSP

The Value of Financial Advice

by guest blogger Jan Hanson

As a client, you may be wondering what you’re gaining from your Financial Advisor’s advice or whether or not the value they bring to the table is worth paying for.

The average investor doesn’t have the time or the interest to sit down and analyze pages of financial jargon, or the dedication to attempt to dissect their financial statements. While having an advisor can be lucrative in generating higher returns, it also provides access to the opinion of an educated individual and all of their resources.

If your statements are so muddled you don’t even know where to start, it may bring you peace of mind to know that studies have proven that advised households have approximately twice the level of financial assets as their non-advised counterparts.

Meaning while paying fees for a professional’s guidance may not prove to be immediately beneficial, in the long term, it has proven to generate double the amount you would have made without the advice.

benchmarks, investments, Retirement Saving, RRSP, Software

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

Investing is like dieting.   No one really wants to get on that scale and see the actual numbers.   Most people find that financial statements from financial advisors are confusing.   If you are like I was, you will open your monthly statement and if the number is up, you are happy.   If the number is down, you are disappointed.

This process doesn’t really tell you if you are doing well or not.   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?

It is possible to take charge of your financial future and track your portfolio performance with some new software that has recently become available to the public:   CRM2plus  (   Developed by Financial Advisors, CRM2plus track yours investments, withdrawals and performance.   At the press of a button, you can compare the amount that you invested to the market value of your investments.   Press another button and compare your performance with the TSX and other indices, to understand how well you are actually doing.

Using the estimator, you can extrapolate your numbers to retirement.  Envisage where you will be at retirement, what your monthly income at that time will be, and what your assets may be.

Educate yourself and put your financial freedom into your own hands with CRM2Plus.working-with-the-average-investor