Manage your contacts with ease.
Stay followed-up with your contacts. Stay sync'ed with Google while out on the road, and stay connected.
You never have to update your software. You can access your information from anywhere you have an internet connection, right at your finger tips.
Your data stays in Canada.
Your data is stored and secured on Canadian soil. Located in the beautiful Kelowna, British Columbia.
CRM systems help financial professionals keep up-to-date records of their clients, move toward paperles officess, access forms, track commissions, keep notes on clients and prospects - among other things. Popular tools like Sticky Advisor. Some technology leaders consider their CRM systems to be their best technology tool.
Cloud-based systems allow financial professionals to access information when not in the office, and colleagues are able to acess the same systems.
We are loving Sticky. We seem to be always chaotic around here and sometimes the less complicated the better!Jaime & Shane
Tracking client data, appointment notes, investment and insurance details are a breeze with Sticky Advisor! It’s online, easy to access and intuitive to use. The automatic contact and calendar sync to my smart phone makes life easy when I’m on the road!Terry
I've had the opportunity to work with several different types of management databases and have found that each one had its "quirks" and fair amount of user unfriendliness. I was pleasantly surprised to find Sticky Advisor so easy to use, combined with timely feedback; it has definitely fulfilled our management needs.Stephanie
With no-risk, cancel anytime!
We want you to discover Sticky Advisor for free. Give the first 30 days a try, if you don't like it, cancel your subscription. No hidden fees, no setup fees, NO Credit Card required.
If you have any questions, concerns, or simply just want to talk.