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Products May 25, 2011
TD Ameritrade Offering a CRM Software Assessment Tool
TD Ameritrade Institutional now offers advisers a research-based software assessment tool that compiles a list of recommended customer relationship management (CRM) programs based on the needs of the adviser.
Reported by PLANADVISER staff
The CRM software assessment tool takes into consideration features, functionality, and capabilities available across 16 leading CRM vendors, announced TD Ameritrade. It was designed based on research from a TD Ameritrade study on technology for advisers.
The CRM software assessment tool also provides guidance for evaluating and installing, or replacing, an existing CRM system. This includes questions to ask vendors, cost comparisons and implementation considerations.
The tool is available to advisers on the TD Ameritrade Institutional platform through its Roadmap practice management program. The technology study is available for purchase here.