wealth managers

WORK SMARTER, NOT HARDER

Manage, track, nurture, and see all of your clients’ assets, and statements in one place to advise, assist, and help your customers achieve their financial objectives.

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A wealth of client account information all the time

Outstanding wealth management requires the accurate, up-to-date information Swivel provides. We streamline the client planning and communication process with our automated Annual Review Planner and Swivel Summary. Fulfilling client expectations has never been easier.

Support your customer journey while freeing up your time

Swivel's custom sales pipelines and workflows streamline your customer journey. Leverage our flexible system to automate or delegate ancillary activities and free yourself up to focus on bigger and better opportunities. You need to be working on your business, not just in it.

See all your clients’ accounts and statement in one place

All of your clients' account information is accessible through Swivel no matter where you are. With our mobile app and Swivel Summary, advisors can quickly view summarized statements, making the most of every client meeting and interaction. With Swivel, you're always ready.

Stay on top of your process and make good decisions
Stay organized and efficient throughout your day with Swivel's internal calendar feature.
Make data-driven decisions by tracking production, fees and residuals.
Show your clients their performance and holdings any time, anywhere with our Swivel Summary.
Communicate directly with your clients via email, click-to-call, and text messaging.
Get timely answers from Swivel's customer support and knowledgebase articles.
CUSTOMER STORIES

HERE'S WHAT PEOPLE 
ARE SAYING

I wanted to reach out and tell everyone how happy I am with Swivel. The CRM is flexible yet robust with some well thought out modules. Working with them has thus far been a joy. Meanwhile, Rosy Melendez my onboarding sherpa, is pleasant, efficient and knowledgeable. And best of all, the team is accessible and responsive, a necessity in today's fast paced business world.
Ronald Bommarito
Bommarito International
We’ve been working with Swivel for over 2 years now. Their customer service is top notch. They’ve been extremely responsive to our requests and worked hard to help us create exactly what we need. We’ve been very pleased with how customizable the workflows are, and how much they’ve helped us collaborate as a team. As agents, we’ve loved having our opportunities and leads right at our fingertips, where we can take immediate action. Swivel is also developing a unique system to aggregate client account information from insurance companies directly into the CRM automatically. We’re excited to see how the system continues to develop in the future!
Scott Graves
Alignment Financial Advisors
Most say they are the best, but they haven't built the best! In an industry of cowboys, the only way to duplicate yourself is to build something that others can't screw up. Swivel made this a reality for me and my business. Couldn't have done it without them!
Karson Woodmansee
Galvacare
With Swivel, I have a CRM tool that allows me to manage client data, document communication with clients and carriers, store policy information, set appointment reminders, manage commissions, and do a host of other helpful things. Swivel affords me the opportunity to run my growing company effectively and efficiently and focus my time where it belongs – with clients. Thanks, Swivel and my amazing customer service team – Logan and Boni – for your support, assistance, and rapid response to questions. You are all phenomenal!
Julie Lampe
MediQuest Plus, LLC
Swivel allows me to be more efficient, therefore more profitable! Tracking follow ups so nothing falls through the cracks, setting annual reviews that produce revenue and having my client info at my fingertips makes me a much more affective producer. I spend less time looking for what to do next and more time doing the things that pay the bills!
Jeffery C. Tupper
President/Advisor Absolute Retirement Solutions
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