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Money Advice + CRM

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About Money Advice + CRM

Money Advice + CRM is a financial management software from HubSpot designed for personal finance advisors. It combines client relationship management, financial planning tools, and budgeting support to help advisors manage client portfolios effectively. The platform offers features such as client data management, automated reporting, and communication tools so financial advisors can provide tailored advice efficiently. Users can track client interactions and monitor financial goals with this integrated solution. Key capabilities: client data management automated reports budgeting support communication tools portfolio tracking Best for: financial advisors that need to manage client relationships and provide financial guidance effectively.

Money Advice + CRM Details

Vendor
HubSpot
Year Launched
2011
Location
Cambridge, Massachusetts, USA
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Japanese, Dutch, Portuguese, Chinese
Users
Financial Advisors, Sales Representatives, Customer Service Agents, Small Business Owners, Marketing Managers
Industries Served
Finance, Retail, Professional Services, Real Estate, Insurance
Tags
CRM, financial management, personal finance, money advice, customer relationship management, finance industry, budgeting, financial planning

Money Advice + CRM's In-App Market Place

Does Money Advice + CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (C$), Jpy (¥), Chf (Fr), Cny (¥), Inr (₹), Rub (₽), Mxn (Mex$), Sgd (S$), Hkd (Hk$), Nzd (Nz$), Try (₺), Sar (﷼), Aed (د.إ), Kwd (ك), Zar (R), Nok (kr), Sek (kr), Dkk (kr), Isk (kr), Ils (₪), Qar (﷼), Thb (฿), Myr (RM), Pln (zł), Huf (Ft), Czk (Kč), Brl (R$), Ars ($), Clp ($), Cop (COL$), Pen (S/), Ngn (₦), Zar (R), Pkr (₨), Bdt (৳), Php (₱), Vnd (₫), Khr (៛), Mmk (K), Lkr (₨), Idr (Rp), Twd (NT$), Krw (₩), Idr (Rp), Mop (MOP$)

Pros & Cons

  • Allows for tracking and managing financial information seamlessly
  • Provides a user-friendly interface for easy navigation and data entry
  • Integrates seamlessly with other financial tools and platforms
  • Generates detailed reports and analytics for comprehensive financial insights
  • Helps in automating repetitive tasks and streamlining the financial management process
  • Improves communication and collaboration within financial teams and stakeholders.
  • Steep learning curve for new users
  • Limited customization options for certain features
  • Integration with other software platforms can be challenging
  • Reporting and analytics capabilities are not as robust as some other CRM platforms
  • Some users have reported experiencing technical glitches and bugs with the software

Money Advice + CRM's Support Options

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