CRM FOR FINANCIAL ADVISORS

Build deeper relationships with your clients

Gain deeper insights into your clients' needs. Dazzle them with unique solutions and advice.

Deep financial analysis software

Manage staff, tasks, leads and clients with our all-in-one CRM software for financial advisors

Client management

FINANCIAL SERVICES SOFTWARE

Deliver superior results every single time

Streamline your client on-boarding process. Gather important information with our custom fields. Send notices to engage your clients. 

WEALTH MANAGEMENT CRM

Collaborate with your team

Share important updates and notices with your entire team as well as your clients and contacts.

Announcements

Team management

FINANCIAL INSTITUTION CRM

Best CRM software for financial Advisors

With Mango, you can assign various roles to different members of your team as well as outside contractors

More reasons to look to Mango as your go-to top project management software

Client on-boarding

Quickly add and securely store new client data. Connect with your customers in new ways.

Billing and invoicing

Collect payments for your services directly from your account.

Data Security

We employ the use of state-of-the-art security protocols to keep all your  data safe.

Run your practice with Mango

15-day free trial. No credit card required.

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