CRM for
‍Advisors

Manage your client relationship life cycle in one place at no extra cost. From contact to prospect to client to former client and back again

Request more info

CLIENT ACTIVITY 
MONITOR

  • Fully integrated into Advisor Portal and Broker Portal
  • Store, view and update information about all of your contacts, including prospects, clients, former clients, colleagues, and personal and professional relationships in one place
  • Quickly turn prospects into clients by sending electronic client account invitations
  • Manage all of your client emails, including sending emails and viewing email history through a secure, third-party email service
  • Send emails to multiple people using the Bulk Email feature
  • Add notes to track your client relationships and quickly sort, edit and delete notes
  • Add tasks and events related to any contact and quickly see upcoming tasks and events on the CRM calendar
  • Check on the progress of client account applications and view detailed information about your current clients with a click of your mouse
  • Maintain CRM records for closed client accounts for future re-opening
  • Use a simple search to quickly find contacts or enter a variety of search criteria to conduct a more detailed search
  • Quickly jump between the Dashboard and CRM for different views of your client accounts
  • Organize all of your contacts into groups to more easily manage your business
  • Upload many contacts at once by importing CSV files from Microsoft Excel
  • Easily delete and print records

Try Client Portal today

Stay connected to what matters and access the key features and services of your MEXEM account – all in one place and from any device

JOIN US NOW
Login NowSign Up
Mobile Apps
App Store

Mexem App Store App

Google Play

Mexem Google Play App

Desktop

Mexem Windows App Link

Mexem MacOS App Link

Trading
ProductsExchange ListingsMarginsFeesReportingOrder TypesResearch & News
Invest
Asset ManagementC2 - Copy TradingSavings PlanSustainable InvestingETF's / UCITS ZoneAI Stock Analytics
Platforms
All PlatformsDesktopMobile AppsWeb PlatformAPIIn Platform Features
Accounts
Individual AccountsInstitutional AccountsMarket DataSYEP
Company & Legal
About UsAffiliatesContact UsRisk DisclosurePrivacy PolicyForms & DisclosuresRegulations & SafetyTerms & Conditions

Mexem Facebook Link

Mexem Instagram Link

Mexem Linkedin Link

Mexem Youtube Link

Mexem TikTok Link

Mexem Trustpilot rating link

All investments involve risks, including the possible loss of capital.

www.mexem.com is a website owned and operated by MEXEM Ltd. MEXEM Ltd is a European broker regulated by CySEC, license No. 325/17.

Read our Forms & Disclosures.

Any advertisement or communication concerning the distribution of derivatives falling within the scope of the Regulation of the FSMA of 26 May 2016 governing the distribution of certain derivative financial instruments to retail clients is not addressed to the Belgian public.