The CRM software assessment tool takes into consideration features, functionality, and capabilities available across 16 leading CRM vendors, announced TD Ameritrade. It was designed based on research from a TD Ameritrade study on technology for advisers.
The CRM software assessment tool also provides guidance for evaluating and installing, or replacing, an existing CRM system. This includes questions to ask vendors, cost comparisons and implementation considerations.
The tool is available to advisers on the TD Ameritrade Institutional platform through its Roadmap practice management program. The technology study is available for purchase here.