Manual input between systems is a thing of the past. Not only does this mean you have total and complete freedom to choose your preferred CRM, so does your adviser network.
With crmACCESS, you can enjoy a seamlessly integrated experience, grabbing up to date client and adviser information when needed. Each CRM has a unique method of communicating. REVEX connects to most major providers by API; some others via SFTP (secure file transfer protocol), the most common and simple channel.
With the increased industry focus on compliance, matching clients to advice revenue, is more important than ever.