Purpose-built for advisors, Upswing CRM can eliminate weeks of time-consuming data entry each year compared to labor-intensive systems. Upswing is web-based, accessible from anywhere, secure and backed-up. Try Upswing now.
Time-Saving Interface
Fewer mouse clicks and no visual clutter means increased productivity.
Web Services Integrations
Albridge, MoneyGuidePro, Laser App, Quik Forms all seamlessly linked.
Easy Import/Export
Transfer Outlook, ACT, Goldmine, Salesforce, etc. in seconds....there is much more here than many advisors currently use. ...Upswing is easy to learn, easy to use and easy on the pocketbook. I suspect it will attract a loyal following.
– Joel Bruckenstein, review in Financial Advisor Magazine, July 2008Who's on the Upswing?
Featured Quote:
"Financial advisors aren't data entry clerks. Upswing's efficiency and simplicity free up time for high-powered advisors to be more productive and happier about their daily work."
– Upswing's Alex Turnbull (read the press release)Learn about Upswing
Announcements
Live Webinar: September 10
Attend a live webinar and demo of Upswing for Financial Advisors
Press Release
9.2.08 - It's official: Version 2.0 of Upswing CRM has launched! CRM for financial advisors just got a whole lot easier.
Compare Upswing
Clicks = Time = Money. How efficient is the CRM system you're considering?
Compare Upswing CRM
