Strong CRM
HQ Address
11521 39th Ave NE, Seattle, WA 98125, United States
Website Address
Business introduction
Top RIA Technology Partner and Salesforce Consultant
As a premier technology partner for RIAs, we specialize in highly-customized Salesforce solutions that automate complex client processes and improve your team's ability to deliver excellent advisor services in a fraction of the time
Our leading solutions include custom Wealth Management Playbooks, RMD Tracking, Backdoor Roth IRAs Workflows, Client Portals, Streamlined Client Onboarding, Document Generation and Management, Compliance Tracking and more.
Strong CRM Solutions
CRM Optimization and Integration
Our team of RIA technology experts have delivered highly-customized CRM solutions for financial advisors, reducing 40% of time spent on admin processes and allowing teams to spend more time providing personalized services for their clients....
business needs
- Client Communications & Reporting
- Financial & Retirement Planning
- Portfolio & Wealth Management Systems
Financial Services Cloud Implementation
From custom client portals, to document management, to backdoor Roths and RMD tracking, we streamline your systems and automate admin processes within financial services cloud so your team can focus their time and energy on excellent client service....
