Fully integrated into Advisor Portal and Broker Portal
Store, view and update information about all of your contacts, including prospects, clients, former clients, colleagues, and personal and professional relationships in one place
Quickly turn prospects into clients by sending electronic client account invitations
Manage all of your client emails, including sending emails and viewing email history through a secure, third-party email service
Send emails to multiple people using the Bulk Email feature
Add notes to track your client relationships and quickly sort, edit and delete notes
Add tasks and events related to any contact and quickly see upcoming tasks and events on the CRM calendar
Check on the progress of client account applications and view detailed information about your current clients with a click of your mouse
Maintain CRM records for closed client accounts for future re-opening
Use a simple search to quickly find contacts or enter a variety of search criteria to conduct a more detailed search
Quickly jump between the Dashboard and CRM for different views of your client accounts
Organize all of your contacts into groups to more easily manage your business
Upload many contacts at once by importing CSV files from Microsoft Excel
Easily delete and print records
Try Client Portal today
Stay connected to what matters and access the key features and services of your MEXEM account – all in one place and from any device
