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Sticky Advisor

Name: Sticky Advisor
Rating: 4.5 (2 reviews)

By Sticky Advisor

863 Interested

Highlights : About Sticky Advisor

Influence tracking

Relationship tracking

Client meeting requests

Drag & drop events to the calendar

Auto generated follow-up lists

Receive responses from clients

About Sticky Advisor

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.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Influence tracking

Calendar management

Relationship tracking

Sync lists with Google Tasks

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

Receive responses from clients

Pre-populated form filling

Messaging templates

History tracking

Multiple user login

Import / export

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.

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