SWIVEL SERVES MULTI-PRODUCT PROVIDERS AND CUSTOMERS
Make your CRM work for you. Swivel improves efficiencies, reduces manual labor and gives back what matters most. Now you can focus on high-impact priorities, meeting with clients and delivering more value to them.
Agents & Advisors
Streamline your process across all clients and services
With Swivel Sync, you can work in a seamless, organized way across different types of clients and products to help your customers achieve their financial objectives.
Agency Owners
Our flexible CRM follows your process
Work in an organized low touch way where you can track, manage, and nurture your Financial Professionals and customers all in one place.
IMOs/FMOs
Produce top producers
Recruit and retain high producing agents and provide meaningful direction with data driven decisions.
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.
