RELATIONSHIPS Build and manage your client relationships with Individuals, Families, Companies, Trusts and any other type of entity you want. Track One-To-One Relationships such as Mother > Daughter or Father > Son but you can also track One-To-Many Relationships such as Accountant > John Smith, James Brown, Sally Reed etc.
Simple Pricing We have a simple and transparent pricing plan. Everyone gets the same price regardless of whether you are out on your own or whether you are part of a large group. We don't give discounts, because Adviser CRM is already discounted. Originally, we launched Adviser CRM at $195 + GST per user per month, and if you were with a group, you would get a discount to $155 + GST per user per month, but the problem we had was if the adviser left the group, they would lose the discount, and that is a difficult conversation [...]
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