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Products May 18, 2010
Commonwealth Releases Latest Version of Contact Management System
Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.
Reported by Ellie Behling
In response to adviser feedback, Commonwealth said enhancements include an updated, fully integrated Web-based Advanced Calendar, two-way wireless synchronization functionality, an improved Mail Merge system, and a redesigned interface. The firm said CRM 4.0 provides a more user-friendly experience for managing the day-to-day tasks within an office.
The Web-based Advanced Calendar leverages Google, Yahoo!, and Microsoft Outlook calendars—allowing an office to share one centralized calendar and expanding right-click functionality for a more streamlined workflow, according to Commonwealth.
The new synchronization engine automatically tracks all changes made in a handheld device, Microsoft Outlook, Client360° (Commonwealth’s proprietary client management portal), and Commonwealth CRM. For example, when an adviser changes a client phone number on an iPhone, contact information in Outlook and Commonwealth CRM is immediately updated for everyone in the office to see. Inbound and outbound e-mails are linked automatically to the appropriate household, the firm said.