Financial Profiles Inc., a provider of financial planning solutions, and Axonom Inc., a provider of Microsoft and Outlook-centric customer relationship management (CRM) solutions, today announced a strategic partnership to integrate Financial Profiles' Profiles+ Forecaster with Axonom's forthcoming release of PowertrakTM Wealth Management V6.0. The combined solution will represent the first integrated wealth management CRM and financial planning solution for Microsoft CRM. The integration of Financial Profiles' Profiles+ Forecaster will add critical financial planning functionality to Powertrak Wealth Management that will enable users to analyze and graphically represent their clients' present financial situation.
By partnering with Financial Profiles, Axonom is able to offer Powertrak users access to powerful financial planning tools that have been seamlessly integrated into Axonom's Wealth Management CRM solution. In addition to providing financial planners with a robust set of tools to serve their clients, this integration will enable financial institutions to collect valuable client financial data, which can then be shared across the enterprise and analyzed to provide an aggregate look at data across clients and portfolios.
Featuring comprehensive native support for Microsoft Outlook, Microsoft Web technologies and Microsoft .NET, Powertrak Wealth Management offers organizations a sophisticated suite of specialized eCRM modules along with extensive core enhancements to Microsoft CRM. Powertrak Wealth Management's many features include industry-specific functionality and built-in marketing and customer service best practices designed to meet the account management, business development and industry compliance needs of investment specialists, brokers and retail financial planners.
As a Microsoft and Outlook-centric solution, Axonom's Powertrak provides maximum value to institutions and professionals in the retail financial market by offering browser and Microsoft Outlook interfaces in one seamless environment. Presenting information in this familiar and intuitive environment increases user adoption and productivity, and also enables around-the-clock access to critical data that can be presented in a variety of ways, depending on whether the user is a customer, employee, member or partner.
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