Sticky Advisor Pricing, Features, Reviews & Comparison of Alternatives

Sticky Advisor

CRM for financial advisors in Canada

4.33/5 (6 reviews)

Sticky Advisor overview

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.
stickyadvisor.com

Pricing

Starting from
$29/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Sticky Advisor screenshot: Keep record of client assets, liabilities and investments, as well as add notes for each individual, edit their information, and moreSticky Advisor A Canadian Financial CRMSticky Advisor screenshot: Automatically stay on top of client lists and filter through contactsSticky Advisor screenshot: Create an active list, set reminders, and sync lists with Google Tasks Sticky Advisor screenshot: Drag & drop events onto the calendar and sync them with GoogleSticky Advisor screenshot: Use the search box to find a stock / symbol via the 'Markets' tab Sticky Advisor screenshot: Upload and download resources, and share amongst advisors Sticky Advisor screenshot: Create events via the calendar, add details, and associate contacts to the eventSticky Advisor screenshot: Share files with clients by providing them with a secure client login

Sticky Advisor reviews

Excellent
2

Very good
4

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.8
  3.8
  4.5
  4.8
Terry Giesbrecht

It's so much more than a CRM... it's a personal assistant!

Used daily for 2+ years
Reviewed 2018-02-14
Review Source: Capterra

Sticky Advisor has features that most CRM packages dont have. Internal messaging services, the ability to save documents and files specific to each client, marketing assistance and handy places to keep your selling codes and supplier codes. The categories feature can be used to segment clients and groups. Works great on my phone, computer and tablet too!

Read the full review

Risa Andersen

Amazing! The program is always adding new and useful features!

Used daily for 1-2 years
Reviewed 2018-02-17
Review Source: Capterra

Cost is amazing compared to others on the market and the customer service is amazing, they are quick, friendly and so helpful!

Read the full review

Stewart Hobden

Addresses the financial advisor current and future requirements for a cost-effective tailor-made crm

Used weekly for 6-12 months
Reviewed 2018-02-17
Review Source: Capterra

The most feature-packed customer relationship marketing program for any advisor whether one is starting out or well-established practitioner. Dollar for dollar, feature for feature, sticky advisor can not be matched. Very little customization is needed to tailor to the likes of any advisor. Support and his team is simply legendary, to say the least. I have seen and experienced many of the crms in the marketplace attempt to address the unique CRM demands of a financial advisor, sticky advisor simply hit it out of the park, bar none!

Read the full review

Caitlin Buchko

Easy to get started

Used daily for less than 6 months
Reviewed 2018-02-17
Review Source: Capterra

Integrated email. Activities options. Straight forward. Importing muni database was super easy. The reminders make sure no one is missed.

Read the full review

Andrew Meyers

Great Features, great CRM, great price

Used weekly for 1-2 years
Reviewed 2018-11-15
Review Source: Capterra

It's pretty intuitive. I'm sure there's lots more to learn if I wanted too. Another major provider had the audacity to require $400 as a training program to learn how to use their program. Also, if I've ever had an issue, the Sticky Advisor team had it fixed in less than a day.

Read the full review

Sticky Advisor pricing

Starting from
$29/month
Pricing options
Free
Free trial
Subscription
View Pricing Plans

$29/month (CDN)

Optional $5/month for an assistant, $0.01 per credit.

Sticky Advisor features

Activity Dashboard
Activity Tracking
Automatic Reminders
Calendar Management
Client Portal
Data Import/Export
Document Storage
Reporting & Statistics

API (120 other apps)
Accounting Integration (68 other apps)
Automatic Notifications (90 other apps)
Billing & Invoicing (86 other apps)
Customizable Reporting (79 other apps)
Electronic Payments (69 other apps)
Inventory Management (92 other apps)
Inventory Tracking (71 other apps)
Invoice Management (102 other apps)
Real Time Data (63 other apps)
Search Functionality (76 other apps)
Third Party Integration (87 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Sticky Advisor

Key features of Sticky Advisor

  • Influence tracking
  • Relationship tracking
  • Calendar management
  • Mobile
  • Files & documents
  • Messaging
  • History
  • 1-click follow-up
  • Client login
  • Active list
  • Client records
  • Reminders
  • Sync lists with Google Tasks
  • Reports
  • Sync with Google Contacts
  • Manage groups & referrals
  • Client meeting requests
  • Drag & drop file uploading
  • Drag & drop events to the calendar
  • Sync with Google Calendar
  • Multiple calendar views
  • Auto generated follow-up lists
  • Send birthday/anniversary cards
  • Custom forms
  • Receive responses from clients
  • Pre-populated form filling
  • Messaging templates
  • History tracking
  • Changes tracking
  • Multiple user login
  • Import / export
View All Features

Benefits

Sticky Advisor improves workflows for daily activities, helping financial professionals to keep up-to-date records of their clients, track commissions, and more.

Replace sticky notes with online note management for each client, and set reminders and alerts for important dates or events.

Sticky Advisor automatically keeps a history of all actions with clients, enabling users to look through a constant track-record whether for legal reasons, or reference.

Send and receive messages to and from contacts from within Sticky Advisor to keep all communications with clients in one place.

The mobile-friendly platform enables users to access content from anywhere, whether via sync with Google, or the browser of any connected device. All data is securely stored on servers based in Canada.