RiaFin CRM
RiaFin CRM is a powerful tool designed and developed to empower fee-only financial planners.
RiaFin CRM provides advanced tools to streamline client management, optimize operations, and support the growth of your financial planning practice, ensuring you have full control and efficiency at every stage.
Key Features
1. Advanced Contact Management
Keep all your client information in one place.
Leads
Accounts
Account Page
Contacts
RiaFin CRM enables you to manage and track interactions with clients and prospects efficiently, ensuring that you provide personalized and timely service.
2. Enhanced Opportunity Tracking
Monitor the progress of each financial planning opportunity with our advanced tracking features.
Opportunities
Opportunity Page
From initial consultation to plan implementation, ensure that every step is documented and managed effectively.
3. Comprehensive Task Management
Boost your team's productivity with our task management tools.
Create, assign, and track tasks seamlessly, ensuring your team stays organized and on schedule.
4. Collaboration Tools
Enhance communication and collaboration within your team.
Our built-in tools allow team members to share information and work together seamlessly, no matter their location.
5. Customizable to Fit Your Practice
Tailor RiaFin CRM to meet the specific needs of your financial planning practice.
Customize fields, workflows, and reports to align with your business processes and preferences.
6. Powerful Reporting and Analytics
Make informed decisions with our robust reporting and analytics tools.
Track key performance indicators, generate insightful reports, and gain a deeper understanding of your practice's performance.
7. Scalable and Future-Proof
RiaFin CRM is designed with scalability in mind. As your practice grows, our CRM grows with you.
We continuously enhance our platform with new features and improvements to ensure it remains future-proof.
Why Choose RiaFin CRM?
User-Friendly Interface: Our CRM is intuitive and easy to use, allowing you to focus on what matters most—serving your clients.
Cost-Effective: Get all the features you need at an affordable price. RiaFin CRM offers unmatched value for money.
Community-Driven: Benefit from the support and innovation of the open-source community, with continuous improvements and updates.
Dedicated Support: Our team is here to assist you from initial setup to ongoing support and customization.
Join the RiaFin Planning Network
Elevate your financial planning practice with RiaFin CRM. Join the RiaFin Planning Network today and experience the difference our CRM can make in your business operations.
Contact Us to schedule a demo or learn more about how RiaFin CRM can transform your financial planning practice.
Get in touch with us today
Fill in the form below:-
An enquiry should only be made by an authorised advisor. Your information will be used to contact you about the services we provide, through the contact methods you select above. By submitting above you agree to share your details with retail clients. We do use a third party to handle and store your personal data on behalf of RiaFin Planning Network (RFPN). Please call us or reply to any communication from us if you no longer consent to us storing your data or contacting you.
*These fields are required for the form to be submitted.