Experience the difference
Turn Key Modern CRM For Advisors
Success Plan CRM takes working with your clients to a whole new level.
Powerful, organized and simple to use.
So you can focus on your clients!
Full Featured CRM Synced with Financial Planning
Making Success Plan CRM one of a kind
Stay in Sync with your client by Quickly viewing their financial plan and assisting them along the way.
Clients Profile
Clients profiles from within Success Plan CRM are directly linked to the families financial plan. This enhances the value between advisor and client being able to quickly identify areas that can be improved as life changes over time.
Financial Planning
The success plan provides families with total financial control. This proven platform coupled with an advisors expertise, maximizes the financial wellness a family can achieve.
Beautiful design packed with features
Everything you need to further the process with your clients prospects, and advisors within your organization.
Quickly log calls, attach documents or keep meeting notes organized. Everything is time stamped with when and who within your organization created them.
Set or assign tasks for yourself or others within your organization. Attach documents and sync tasks with your Gmail or Outlook calendar.
Keep detailed info of Insurance policies. Log notes, attach documents and set tasks specific to those policies. Keep things organized for later reference.
Organize all your clients investments, log notes, attach documents and set tasks specific to them. Quickly search or filter your desired criteria.
Other Features
Everything you need to manage your business, right at your fingertips.
Sync your tasks with Gmail or Outlook so you can stay organized and efficient while on the go.
Quickly access and keep compliance info such as E&O and license info organized along with expiry dates.
Keep track of advisors on your team. Compliance info, company writing codes, contact rep info and so much more.
Keep track of clients birthdays. Send a quick note from the crm and show them you care!
Learn how you can get started now
schedule a demo
Greg P. Kitchener, Ontario
In my 19 plus years as a Financial Security Advisor I have seen and used many different personal financial tools and CRM systems.
None of them come even close to Success Plan CRM. On the client side, It is the most complete
software that allows individuals to take control of their own financial well-being.
The CRM side allows my staff and I the ability to spend more time focused on building our business and working with clients. I am more organized now then I have ever been and the amount of new
opportunities to help families has increased 100 fold!
I would highly recommend this to any advisors who want a CRM that does everything you need while allowing you to stay focused on the most important part of your business.. Your clients!
Brad S. Mississauga, Ontario
I work mostly with families Insurance and investments needs, so After using every generic CRM out there, only to have wasted hours of time trying to customize and screw around with things, I have finally found a CRM that is already set up and ready for my needs!
This system only took us about an hour of playing around and we had already found how helpful it was going to be for our client management needs.
The fact that this connects directly to a families financial plan took things to a whole new level! I must admit, the client plan part was a shocker as to how much more I am able to do for families.
We have only been using the system for a few months but so far we are extremally impressed and the support has been second to none! I highly recommend Success Plan CRM!
advisor sign up information required
You are going to love the power and organization that
Success Plan CRM will provide you with!
Easily manage your contacts & clients, stay organized and keep track of what's important. Build your business to the next level.
"Since first utilizing The Success Plan and Success Plan CRM from its launch in 2020, I am continually impressed with the improvements made.
It has made quickly accessing key client information seamless. The ability to access bulk data, down to very specific information is even easier than before, which was already very user friendly. Pair that with the ability to access the client's individual plans, enhances the way I can serve the families I work with.
Communication between end user and advisor is better than ever with amazing visuals and a clear and concise navigation.
In addition to the continued enhancements of The Success Plan and Success Plan CRM, I can't speak highly enough of the support that is given to the advisors utilizing this platform.
Any issues are addressed in a timely and effective manner and communicated to the advisor.
It is evident that the team behind The Success Plan really cares about the families using the plan and the advisors connected to those plans.
I cannot wait to see what comes next and am excited to continue to utilize all of the new additions to Success Plan CRM."
Ralph R. Goderich, Ontario
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