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CRM for wealth management and SMBs
Maximizer is CRM for financial advisors and SMBs software offering a CRM for financial advisors, wealth management firms and small businesses. Founded in 1987 and based in Vancouver, British Columbia, Canada, Maximizer helps financial advisors and SMBs work more efficiently and achieve better outcomes.
Maximizer is built for financial advisors and SMBs. It suits teams that want contact management without spreadsheets and disconnected tools.
Compared with alternatives like Redtail, Maximizer differentiates on contact management. Pricing is quote-based and scoped to your usage and team size.
Pricing Model
Quote-based
Starting Price
Contact vendor
Free Options
Free trial
Core Maximizer for growing teams. Contact for a quote.
Advanced Maximizer for larger organizations. Contact for a quote.
| Feature | Professional Popular | Enterprise |
|---|---|---|
| contact management | , | |
| sales pipeline | , | |
| Integrations | , | |
| Analytics and reporting | , | |
| Standard support | , | |
| Everything in Professional | , | |
| compliance tracking | , | |
| reporting | , | |
| Advanced security and controls | , | |
| Dedicated support and onboarding | , |
Other
Marketing
Finance
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API Types
SDK Availability
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Developer Features
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Compliance Standards
SOC 2 Type II
EnterpriseISO 27001
EnterpriseGDPR Compliant
GlobalHIPAA
HealthcarePCI DSS
FinanceCCPA
PrivacyFedRAMP
GovernmentCSA STAR
CloudDeployment & Data
Data Residency Options
Verify with vendor for your specific region requirements.
Free CRM that scales with your business.
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