Sticky Advisor is a Canadian financial advisor CRM that helps professionals automate their daily activities and keep up-to-date records of clients, with access to information from anywhere. Users can keep track of clients through one-click follow-up and auto-generated follow-up lists, detailed histories, and more. Files and documents can be uploaded using drag and drop, and custom forms can be created for collecting information. Additional features include client messaging, resource sharing, and sync with Google apps.
Contact management tools help financial advisors keep on top of client lists, as well as manage groups and referrals, generate follow-up lists, and manage meeting requests. Users can keep a record of client assets, liabilities and investments, as well as provide a client login in order to share files with contacts. All contacts can be synced with Google Contacts, and active lists with Google Tasks. Users can drag and drop files directly onto the Sticky Advisor platform to upload files, and use the online tool to generate a variety of branded documents.
Users can create their own forms online for contacts to fill out, or upload forms or PDF files from vendors, and have them pre-populated with existing information. Sticky Advisor enables users to send and receive messages to and from contacts within the platform, helping financial advisors keep all communications with clients in one location. Message templates are available for birthdays, anniversaries, holidays, and more. The solution automatically records all actions with clients, enabling users to look through their history with each individual client, whether for referencing, or legal reasons.
Software by Sticky Advisorstickyadvisor.com