Your Wealth
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Your Wealth
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The Smart CRM for |
Alphatac CRM is the all-in-one platform designed specifically for Wealth Management Advisor. Automate your follow-ups, manage every client touchpoint, and access tools that make your daily sales journey smarter — and more rewarding.
Say goodbye to missed leads, scattered notes, and guesswork. AlphaTac CRM is the modern platform built for Wealth Management Advisor who want to streamline their workflow and grow their income — all from one intelligent dashboard.
Affiliated Company
Built for Agents Who Sell with Heart — and Hustle.
We understand the pressure you face as an estate planning advisor: juggling leads, chasing paperwork, and trying to hit targets. Alphatac gives you everything you need in one place — so you can focus on what truly matters: helping clients plan their legacy.
From smart client tracking to automated follow-ups and rewards, Alphatac CRM helps agents like you build relationships that turn into results. Join the future of intelligent sales.
OUR PARTNERS
WHY Alphatac CRM
Close More. Follow Up Smarter. Stay in Control. We understand the pressure you face as an estate planning advisor: juggling leads, chasing paperwork, and trying to hit targets. Alphatac gives you everything you need in one place — so you can focus on what truly matters: helping clients plan their legacy.
DONT WAIT OVERWHELM
SUBSCRIBE NOW
Let Alphatac Help You Win More, Stress Less . Don’t wait until you’re overwhelmed. Start now and experience the ease of smart CRM for estate agents. Whether you’re calling a lead or closing a trust, every action earns you points you can actually use. It’s recognition and motivation built right into your workflow.
- Regular Lead Generate
- Insight and Analytics
- Sales Activity Convert to points
- Leaderboard
- Everything in Silver
- Advance Lead Generation
- Exclusive Event Invitation
- Personalize QR Portfolio
- Everything in Golden Pass
- Free NFC Card
- Customize Portfolio QR Design
- Personalize Name Card Design
Built for Agents Who Sell with Heart — and Hustle.
Automated nudges, goal-setting tools, and lead reminders keep you on track without the mental overload. Alphatac’s built-in intelligence helps you manage clients — without missing a beat.
Less admin. More action
From smart client tracking to automated follow-ups and rewards, Alphatac CRM helps agents like you build relationships that turn into results. Join the future of intelligent sales.
