It’s easy to use and delivers powerful productivity to get things done for financial advisors firms and broker-dealers of all sizes.
With Upswing CRM, financial advisor business teams can collaborate and keep track of people, companies, tasks, files, calendars, projects and deals across disparate locations. The company’s focus has been developing the financial industry’s most advanced web-based customer relationship management software tailored specifically to the needs of financial advisors. The company was founded by serial entrepreneurs with previous experience in internet ventures, financial services, and enterprise software. Upswing is based in New York City and our product is located at the intersection of a new generation of on-demand CRM and Enterprise 2.0 and the world of financial advisors. Vertical Solution: 523920 – Financial Services
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In-Depth CRM Review Upswing CRMĬRM Category: Field Sales Support – Cloud
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