Discover the perfect blend of simplicity and scalability with the Amplify Advisor CRM Launchpad. Built on the robust Dynamics 365 platform and optimized for financial advisory practices, it is the centralized CRM that enables you to streamline operations, provide more personalized client service, and grow your business.
Transform Your Advisory Practice with a CRM Built for Simplicity and Growth. Discover the perfect blend of simplicity and scalability with our CRM Launchpad built on Microsoft Dynamics 365, tailored for financial advisors seeking efficiency and growth.
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Implementation
Implementation
Min. 6 Months
User Administration
User Administration
Troubleshooting & Support
Troubleshooting & Support
Customization
Customization
Dedicated Client Success Manager & Developer
Dedicated Client Success Manager & Developer
Meeting Cadence (with dedicated CSM)
Meeting Cadence (with dedicated CSM)
Monthly
Bi-Weekly
Customization Turnaround
Customization Turnaround
Medium
High
End User Survey & Analysis
End User Survey & Analysis
Executive CRM Reviews
Executive CRM Reviews
Annual
Bi-Annual
Commitment
Commitment
One Year*
Initial 6 Months*
Initial 6 Months*
Stop settling for generic CRM solutions. The Amplify Advisor CRM Launchpad is carefully crafted system designed to replicate and improve upon the functionalities most critical for financial advisors, all within Microsoft's trusted, secure ecosystem.
Simplify compliance and transform it into a strength of your practice.
Discover how our CRM Launchpad can revolutionize your financial advisory practice. With us, you’re not just adopting a CRM; you’re embracing a solution that understands and addresses your unique challenges and opportunities.
Get your CRM working for you. With our Client Review tool, you can easily manage client reviews from initiation to task assignment to follow-up, saving you time and enhancing client engagement.
The Amplify CRM Launchpad is proactively implemented, customized, and maintained to ensure it evolves alongside your practice, providing you the technology and support needed for long-term success.
Lead and Opportunity Management Tailored for Financial Advisors
Streamlined Household Management and Segmentation
Seamless Activity Management with Microsoft Outlook and Teams Integration
A Simplified Client Review Tool
Investment Accounts and Insurance Policies
Advanced Reporting with Power BI for In-Depth Analysis
