Maximizer Wealth Manager Pricing, Features, Reviews & Comparison of Alternatives

Maximizer Wealth Manager Reviews

Maximizer Wealth Manager

CRM designed tailored to financial and insurance advisors

2.0/5 (3 reviews)
1,264     3,433

Maximizer Wealth Manager Screenshots (4)

Maximizer Wealth Manager screenshotMaximizer Wealth Manager screenshotMaximizer Wealth Manager screenshotMaximizer Wealth Manager screenshot

Maximizer Wealth Manager Pricing

Starting from: $60.00/month

Pricing model: Subscription

Free Trial: Available (No Credit Card required)


Key Features of Maximizer Wealth Manager

  • Account and contact management
  • Time management
  • Task management and automation
  • Sales force automation
  • Sales forecasting
  • Email marketing
  • Customer service management
  • Microsoft® Office® integration – Outlook® and Word®
  • Business Intelligence
  • Access options: the Web and mobile devices
  • Create and manage quotes and orders
  • Track status of quotes and orders
  • Create powerful quota-based dashboard indicators
  • Import lead lists from virtually any file format
  • Mobile access

Maximizer Wealth Manager Overview

Maximizer CRM Wealth Manager is CRM software tailored specifically for financial, insurance and group benefits advisors and wealth managers. Developed in partnership with advisors from across Canada and the U.S., Maximizer CRM Wealth Manager combines industry insight with over 28 years of expertise in CRM software. It enables it’s users to optimize one of their most precious resources - time - through being organized, remaining compliant, providing superior client service and preparing for succession.

Maximizer CRM Wealth Manager has been built with flexibility in mind and features industry standard business processes and workflows, action plans, customizable dashboards and investment account and insurance policy management module.

With cloud based and on-premise deployment options, Canadian data centre, integration with Outlook, Word and Excel and hundreds of apps through our Zapier connector, Maximizer CRM Wealth Manager is flexible enough to cater to a business of any size.


Intended Users
Freelancers, Large Enterprises, Mid Size Business, Small Business
Devices Supported
Windows, Web-based, Mobile Web App
Supported Countries
Canada, United States
Supported Languages
Support Options
FAQs, Online Support, Phone Support, Video Tutorials


Be Organized
• Pre-defined and customizable action plan workflows, ensuring that whether you’re onboarding a new client or setting up a new policy or investment your processes are consistent, efficient and recorded.
• Team based task creation ensures that your whole team follows a consistent and standardized process.
• Seamless integration with Outlook, Word and Excel so that what happens outside of Maximizer CRM Wealth Manager happens on the inside.

Be Compliant
• Automatically save all client interactions, whether by phone or email, providing a detailed audit trail.
• Up to date accounts with a history or all correspondence, transactions communications and review.
• Implement consistent, standardized processes that can be followed by your whole team.

Providing Superior Client Engagement
• Household structure allows for quick and accurate recall of your client's household information.
• Hundreds of industry specific fields ensure that you capture all of the information you need.
• 75+ pre-defined searches allow you to quickly and easily segment your client data.
• Easy to use dashboards provide you with the business intelligence you need - displaying what you need to do next and when.

Preparing for succession
• Using Maximizer CRM Wealth Manager enables you to build a quantifiable, verifiable book of business.
• The use of embedded workflows provides the foundations of processes that are engrained, consistent and recorded.
• Systematized and organized structure facilitates future expansion and growth.

Maximizer Wealth Manager Reviews & Ratings

User ratings


Rating summary

Overall rating
Value for money
Ease of use
Customer support


Verified Reviewer  2nd of November, 2015

Associate Broker (Real Estate company, 501-1000 employees)
Having used Maximizer for over 25 years I am always disappointed that with each new version it gets worse. Now they are trying to coral their customers into the cloud. What once was an iconic product is now unstable that will make you regret your purchase and be on the look for a replacement. Please go back to Version 3. It was the best!

Pros: I can't find another product that comes close to the feature set.

Cons: Updates lack integration. Promised features don't work properly. Failure to integrate well with Microsoft updates. Complex SQL setup. Expensive support. Users constantly on guard against the company extorting them into more expensive upgrades.

Time used

1-2 years

no thought for small companies

16th of April, 2013

Maximizer is built for large companies, they give little or no support, they don't back their resellers. You pay for a maintenance service in Australia and they don't bother to contact you back even after many phone calls, but if you ring head office in Canada, amazing they ring you within hours

Pros: Had program since 1994 original Tracker, has some good features

Cons: Product support non existence, no thought for small companies, too complicated for mobile use, offer add ons then you change one program and they drop it, use to connect to palm device real easy

Good product but the support could be better

15th of December, 2011

I've been a maximizer customer for about 8 years. Good product but the service, even for paid maintenance contract subscribers, could be better. The training resources are a bit weak. Its suited for larger companies with tech staff who can implement and maintain this database. I love the product.....but the service is a work in progress.

Pros: suited for larger companies

Cons: Support services

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