Together, helping you invest where it matters most

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Kronos Finance CRM

Building relationships that count

Kronos Finance CRM provides advisors with a complete overview of their business and clients.

Everything in one place. Easy to find, easy to use.

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Learn more about Kronos Finance CRM!

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For a Live Webinar
Or
Schedule
a 15-Minute Introductory Call

As an HUB Financial advisor, you save 11% on standard pricing!

$79 $89 Per user
Per month
  • Your client data in one place
  • Powerful marketing engine
  • Sales success tools

Add more value with Kronos FNA,

your complete financial needs analysis tool.

$19 $29 Per user
Per month

 

 

 

 

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Features

Opportunity tracking

Manage your sales pipeline, organize your activities and project your potential income.

Marketing Engine

Grow your business with personalized or mass mail campaigns.

Productivity Tools

Stay productive by integrating your existing tools: email, calendar and contacts.

Kronos Voice

Keep a record of your telephone conversations to increase your compliance.

Forms

With standard fillable forms, save precious time by inputting automatically appropriate client data.

SecureMail

Gain your client's trust by securing the transfer of your email exchanges.

Mobile Access

Improve your efficiency wherever you might be.

Customer Service

An unbeatable service provided by our experts dedicated to your success.

Discover how existing Kronos users are leveraging our solutions!

Download our Case Studies