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Customer Relationship Management (CRM) allows Advisors and Brokers to easily store and view information about all of their contacts, including clients, prospects, former clients and other personal and professional relationships. The database-driven CRM is a convenient way for Advisors and Brokers to view all current clients, prospective clients and other contacts from a single screen in Account Management, and to turn a prospect into a client by inviting the person to complete a client account application that has been prefilled with data from CRM. You can easily navigate within Account Management to manage existing client accounts. Every record in CRM is considered a "contact" and you can designate contacts as being of a certain type (prospects, clients, etc.).

CRM allows you to create and store emails, notes, tasks and calendar events for each contact; send bulk emails to multiple contacts and organize contacts into groups. We do not store or have access to your emails, notes and tasks; they are stored at Rackspace, a third-party cloud management solution provider.

CRM Home Page

From the CRM home page, Advisors and Brokers can:

Icons on CRM pages give you access to the most important functions in CRM. For more information, see CRM Icon Reference.

Individual CRM Contacts

Use the sorting and searching methods on the CRM home page to find a specific contact, and then click the contact in the list to display that individual record.

Individual CRM contact records can include:

From an individual contact record, you can perform many additional functions, including:

Sharing CRM with Another User

Advisors and Brokers who have additional users associated with their master account can allow these users to access all of CRM. To enable CRM access for these users, send an email to and include your account number the name of the primary master account user. Once enabled, these additional users will have access all CRM features.

Note that only one user can edit a CRM contact at one time. A second user will not be able to edit a contact that is currently being edited by another user. If this happens, a message appears to inform the second user that the record is locked for editing.

If you have any questions about CRM, send us an email at