A North America-headquartered business providing CRM services has brought out an offering targeting the wealth management sector.

Maximizer Services, the Canada-headquartered provider of client relationship solutions, has issued a new CRM offering targeted at the wealth management industry.

The offering is called Maximizer CRM Wealth Manager 2017 and offers services covering financial, tax and estate planning through to insurance, the firm said in a statement earlier this week. 

The new solution enables advisors to capture all data points on Know Your Client, personal information, informed consent and other commonly used forms within each client’s record, and manage portfolios made up of multiple financial services products.

The firm was founded in 1987 and has offices in North America, Europe, Africa and Asia-Pacific and has shipped a million licences to more than 150,000 clients.