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TD Ameritrade Institutional Simplifies Choosing CRM Vendor
By Anuradha Shukla, TMCnet Contributor
TD Ameritrade Institutional has offered advisors a new Customer Relationship Management (CRM) software assessment tool that simplifies the selection of a CRM vendor.
TD Ameritrade Institutional is a division of TD Ameritrade, Inc., and a subsidiary of TD Ameritrade Holding Corporation.
The company notes that its new CRM software assessment tool is based on research findings in the Advisor Technology Reports: CRM Edition, a study sponsored by TD Ameritrade Institutional and conducted by the Financial Planning Association and ActiFi,1 a practice management software and solutions firm.
According to a release, the CRM software assessment tool aids in the evaluation, installing or replacing an existing CRM system.
This tool is available to advisors on the TD Ameritrade Institutional platform through the Roadmap practice management program, developed by Actifi.
“Choosing the right CRM software is one of the more complicated and important technology purchasing decisions an advisor will make for their business,” said Mike Watson, director, practice management solutions, TD Ameritrade Institutional. “TD Ameritrade Institutional’s new research-based assessment tool does the work for the advisor, compiling a comprehensive and objective list of recommended CRM vendors based on the individual needs of their firm.”
“Advisors can now take much of the guesswork out of identifying the right CRM for their firm and have a clear and actionable guide to making the right decision,” said Spenser Segal, CEO, ActiFi, Inc. “This is the beginning of a trend where TD Ameritrade Institutional consultants can continue to deepen the insights they can provide to help advisors make important technology decisions.”
Anuradha Shukla is a contributing editor for TMCnet. To read more of her articles, please visit her columnist page.
Edited by Rich Steeves