PROBLEM Best CRM for financial advisors in Minneapolis

You may have just started your practice, or have been around for a while, but the problem is the same.

You’re all set – right?  Unfortunately… no!

How do other’s do this? They don’t… they ALL have problems. This stinks!

Perhaps you should consider…

SOLUTION for financial advisors and planners in Minneapolis

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The #1 CRM for Financial Practice Management Suite – for financial advisors in Minneapolis

Finally, a financial CRM with built-in financial planning, for small business that has document management and marketing automation–all at a price within reach.

WHY TO BUY for financial advisors in Minneapolis

There are five main reasons to consider UGRU:

  1. Full featured, Integrated Financial CRM
  2. Sales Force Automation – for contact & account management
  3. Marketing Automation – to get & retain more clients
  4. Bookkeeping & Operations – integrates the entire business
  5. The BEST Financial Planning (stronger than eMoney)

Plus, UGRU is the Price Performance Leader – MUCH less than the combined apps it replaces. Let’s look at each of these points in detail:

1.Full featured, Integrated Financial CRM for financial advisors in Minneapolis

2.Sales Force Automation for contact & account management

3.Marketing Automation for financial planners to get & retain more clients

Use UGRU to automatically build clients, stay in contact—without all the manual effort—allowing you to do more with a smaller team. Features include:

4.Accounting & Operations integrates the entire business for financial advisors

Important documents like  Accounting Financial AdvisorADVs, portfolio agreements, disclosures or any communication that needs to be sent on a regular basis can be saved with tagging codes that auto-customize for contacts, staff and users.

5.The BEST Financial Planning Software (stronger than eMoney or MoneyGuide Pro) for Minneapolis

UGRU has all the features seen in the most popular financial planning applications, plus some found nowhere else.

6.Price Performance Leader for financial advisors in Minneapolis

No wonder UGRU is considered the undisputed price performance leader. Plus, the built-in best-practice workflow and increased team performance helps you increase sales and helps your clients build maximum value—everyone does better.

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The Good Life

It is as good (and even better for financial planners in Minneapolis ) than Salesforce–and smokes RedTail. Plus, all financials are built-in (using the best of QuickBooks (tailored to your practice)), batch billing is FAST, marketing automation (and true mass email) is all built-in (helping you build your business fast and stay connected to your existing clients), and the financial planning is BETTER than eMoney with full industry compliance.crm-financial-advisor-planner-city

Now EVERYTHING is integrated—so no double entry and you have comprehensive reports (so you can run your business more profitably)—all at a price that is a FRACTION of the apps it replaces. Your business is running smooth—clients are raving fans… and profits are up.

 

 

Life is good!

UGRU is the #1 CRM for Financial Practice Management Suite – for financial advisors in Minneapolis

What’s Next?

We service the following cities:

Minneapolis, Saint Paul, Twin Cities