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.
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