Max4Advisors

Max4Advisors is an add-on for Maximizer CRM 11, 10.5 & 10.0. Using Maximizer’s powerful client relationship management tools as a base, Max4Advisors adds features specific to the Canadian insurance and financial services industries.

Max4Advisors — Maximizer Technical Information
 
Max4Advisors is a customization for the Windows Access editions of Maximizer CRM 11, 10.5 & 10.0.

MaxExchange
Max4Advisors is fully compatible with MaxExchange as specified by Maximizer Software Inc. (MSI).

Web Access
Max4Advisors currently does not alter the behaviour of Maximizer Web Access. All of the basic address book UDFs that Max4Advisors creates will be available via Web Access. Workflow Automation could be used to update additional address book UDFs that might be created to summarize activity on the Annual/Insurance/Investment tabs.

Mobile Access
Max4Advisors is currently unable to alter the behaviour of Maximizer Mobile Access (MaxMobile). All of the basic address book UDFs that Max4Advisors creates can be available via Mobile Access if they are among the UDFs that are synchronized with MaxMobile. Workflow Automation could be used to update additional address book UDFs that might be created to summarize activity on the Annual/Insurance/Investment tabs.
 
         
 
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Max4Advisors is a trademark of Max4Advisors Inc.
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