Coming soon: Upswing CRM for Wealth Management. Purpose-built for Financial Advisors

Get productive fast with our well-designed, intuitive CRM solution.

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Share and collaborate as a group with CRM made for advisors.

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Customize and integrate our CRM for your financial advisors.

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Why Upswing CRM?

  • Purpose-built for Financial Advisors.
  • Easy to use, intuitive, user-centric design.
  • Increased adoption = CRM success.
  • Secure. Backed-up. Totally safe.

More reasons why »

Private Tour: Get a sneak peek

Want a private tour of Upswing before we launch Version 2.0? Sign up and we'll set up an online meeting to show you the new features of Upswing CRM for Financial Advisors.

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Featured: The End of CRM Complexity

Watch for Upswing's new advertising campaign

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Announcements:

Update

Salesforce vs. Upswing: Let the Games Begin
Which CRM design requires less work to perform frequent actions? Find out.

Buzz

CRM complexity smallThe End of CRM Complexity? ...Yes! Read the press release and the blog post to find out about a new era of CRM.

Press Release

Spring Awakening '08 - Wake up to a new way of looking at CRM. Upswing for Financial Advisors is launching in May. Read the press release and the blog post.

Press Release

Upswing unveils a new identity that reflects growth and optimism in software-as-a-service. Read more.