FINSTAK

FinStak CRM is created by and for Financial Advisory practices. This powerful tool is backed by a top CRM platform, Zoho, and offers excellent features to help financial planners manage clients and prospects to ensure an outstanding client experience. With features such as workflow automation, integrated marketing, customization, and many more, FinStak is the ultimate practice management tool for the financial services professional... FinStak CRM is a complete CRM solution to manage your leads, clients, accounts, client communication, documents, meetings, marketing, and much more. FinStak is full of features to help you build a better business. We invite you to check us out and join our growing family... FinStak is an Authorized Partner with Zoho, focusing on solutions for Financial Advisors, Financial Planners, and Registered Investment Advisors.

Also known as: FinStak Solutions, FinStak Solutions, LLC

Primary location: Las Vegas United States