Stacked with Features
Client Management
Activity Management
Any successful financial practice involves efficiently managing all the activities in the firm. Activities in FinStak can help you organize all your firm's and users' tasks, meetings, and calls.
You can create activities for various modules in the system, including leads, contacts, deals, client accounts, etc. Furthermore, you can conveniently create recurring tasks or set reminders for any activity.
Lastly, with FinStak CRM, you can easily sync your calendar and tasks with either Microsoft365 or Google.
Reports and Dashboards
Understanding your client and practice data is key to business success. FinStak's "Reports" and "Analytics" Modules help you analyze your client and practice data in ways you may have never imagined.
With FinStak's vigorous reporting, you can monitor your business health in real-time, allowing you to make important business decisions.
FinStak provides several standard reports, or you can create a customized report from scratch in minutes.
Account Management
With FinStak's "Client Accounts" Module, you can track and manage your client's insurance policies, investment accounts, retirement plans, and financial plans.
FinStak allows you to customize and track the information that is important to your practice. You can create and manage tasks specific to an account, so your team can continue serving your clients.
