Transforming
wealth management

Practice Management Services

Your financial practice needs to run smoothly and systemically. If your goal is to motivate your clients to participate in additional financial services then your practice needs to embrace technology. The use of a Client Relationship Management (CRM) and Financial Planning Software will assist with uncovering opportunities and educating clients of your professional recommendations.

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Advisor/Client Centric Solutions (ACCS)

ACCS is designed specifically to equip you and your staff with a professional Client Relationship Management (CRM) tool and robust financial planning software.

Advisor/Client Centric Solutions PRO

ACCS PRO is a more extensive service provided to the Independent Financial Advisor, expanding on the numerous features included in ACCS. It offers the advisor the opportunity to appoint a professional Financial Service Administrator (FSA) to their practice. Your Financial Service Administrator is responsible for the management of your CRM tool and for day to day client service, creating efficiencies and further expanding your financial practice at a cost effective rate.

APWM’s Practice Management Services significantly improves the efficiency and success of the Advisor’s own practice.

The tools, planning software and professional Financial Service Administrator will allow your practice to grow cost-effectively and will distinguish as an Independent Financial Advisor.

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Feel free to get in touch - we are happy to answer any questions that you may have.

Office

Barrie
135 Bayfield St. Suite #301
Barrie, ON L4M 3B3
 
 

 

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