The all-in-one CRM designed specifically for financial planners. Track clients, manage policies, monitor commissions, and generate professional reports.
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Interactive demo coming soon
Powerful tools designed specifically for financial planners to streamline their practice.
Track all your clients and leads in one place. Manage profiles, policies, and convert leads seamlessly.
Monitor your commission pipeline with real-time tracking. See what's coming and plan accordingly.
Generate beautiful, branded reports with your logo and signature. Three professional templates to choose from.
Manage life insurance, investments, health, and short-term policies all in one dashboard.
Visualize your coverage distribution, lead conversion rates, and business performance.
Automatic activity tracking keeps you informed of all changes to client profiles and policies.
Choose the plan that fits your practice. All plans include a 7-day free trial.
Perfect for solo advisors just getting started
Great for growing practices
For established financial planners
For high-volume practices
See what other financial professionals are saying about Finmax CRM.
“Finmax CRM has transformed how I manage my practice. The commission tracking alone has saved me hours each week.”
Sarah Mitchell
Certified Financial Planner
“The lead conversion tracking is incredible. I can finally see which sources bring in the best clients.”
James Chen
Independent Financial Advisor
“Professional reports with my branding make a huge difference with clients. Highly recommended!”
Amanda Roberts
Wealth Manager