10 Things You Should Know About The CRM2plus Software


Things you already know:

  • Clients are asking more questions.
  • Questions take time to prepare for.
  • Time is always in a limited supply.

There are software tools that will help you respond to client questions in less time and demonstrate the value of your professional services to your clients.

Once such tool is CRM2plus. It satisfies and goes several steps beyond recent CRM2 regulations regarding performance.

  CRM2plus Feature Comparison

Feature Typical Software CRM2plus
Graphical Presentation Presents results in a table Results are graphical for clarity.  Graphs of fair market value and returns over different time frames such as Quarterly, Annual, 5 yr or custom dates are available.
Client Focused Portfolio Aggregation Reports on assets held by a single investment company Reports from the investor’s point of view. Reports on performance across products and investments, including assets such as personal real estate holdings, showing a total financial picture.
Merging Accounts Single client, single account reporting


Reporting on any level of aggregation from individual accounts to family wealth management: RESP’s, RRSP’s, TFSA’s, personal investments, business investments, and family trusts.
Benchmark Comparisons Compare against a single fixed benchmark


Create a transactionally consistent comparison to a blended benchmark portfolio including several different indices (e.g. 40% TSX, 20% DEX Universe Bond Index, 20% Euro Stoxx 50, 20% Gold)
Rebalancing None Dynamic rebalancing to reflect the client’s portfolio mix
Testing Hypotheses None Allows the Financial Advisor to demonstrate the value of their advice: A copy of the client portfolio can be tested against various hypotheses: “What would have happened if the client had not taken the advice and had sold late 2008?” Simulations against legitimate benchmarks can include timings of transfers and rebalancing.
Import External Data None Digital data can be imported.  To minimize the data entry burden, CRM2plus will read pdfs.
Design Focus Corporate systems built from the enterprise out to track transactions for the corporation. CRM2plus is a grassroots product; built from the bottom up, designed by Financial Advisors to help them better service their high net worth clients.

Why is CRM2plus software important for you? Success comes from a competitive advantage and CRM2plus software gives you that advantage.


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