Audience
Financial CRM solution for financial institutions
About Sticky Advisor
Your CRM is an integral part of your business. Sticky Advisor makes it easy to see the whole picture with your clients. Our cloud-based software helps you maintain up-to-date records, track client communications, manage your calendar, create forms and surveys, organize client documents, set up automated messages, and much more. We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today! We stand behind our product so we want you to try Sticky Advisor for free. The first 30 days are on us, if you don't like it cancel your subscription. No hidden fees, no setup costs, no credit card required. Join the financial professionals from around the country, make your life easier, sign up for Sticky Advisor today!
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Kestrelbox solves a specific problem in wealth management: financial advisors need to track client households, monitor assets under management, maintain FINRA/SEC compliant records, and communicate efficiently with prospects and clients. Traditional approaches require juggling multiple separate tools — CRM systems, compliance archiving services, account aggregation platforms, and SMS providers. Kestrelbox consolidates all of these into one platform with a household-first architecture.
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MyPlanMap
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.
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Unbounce
Get more conversions with Unbounce landing pages. Build, launch, and optimize custom landing pages for any campaign—without developers or tech bottlenecks. Drive more leads and revenue from any web page by showing targeted popups and sticky bars to specific users. Completely avoid tech bottlenecks; any member of your team can build, launch, and optimize Unbounce landing pages, popups, and sticky bars. Easily recreate any mockup or brand concept. Build from scratch, or start from our gallery of fully customizable templates. Use the Unbounce drag and drop builder to accelerate your landing page production process, and build high-converting popups and sticky bars in minutes. Publish landing pages to WordPress, integrate with Google Analytics, and automatically pass leads to almost any email marketing tool. Plans starting at $90/mo with annual billing when you sign up through the link above and get 20% off paid plans! All plans include a 14-day free trial.
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Pricing
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
stickypages
Founded: 2008
Canada
stickyadvisor.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Sticky Advisor Frequently Asked Questions
Sticky Advisor Product Features
Financial CRM
Asset Management
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Account Alerts
Expense Tracking
Household Tracking
Team Assignments
Territory Management
