Smart CRM for Stock Advisory business

UXD Stock Advisory CRM helps advisory firms and consultants manage leads, subscriptions, communication, and reporting—all from one dashboard. Start free, and scale with ease.

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Who Is It For?

SEBI-Registered Individual Advisors
UXD Stock Advisory CRM helps individual consultants manage leads, subscriptions, and alerts from a single dashboard—fully compliant with SEBI norms.
Stock Market Advisory Firms
Whether you're offering intraday tips, swing trades, or long-term advice, UXD CRM streamlines your full advisory workflow at scale.
Research Analysts & Call Providers
Manage your subscriber base, send bulk recommendations instantly, and track client engagement all in one place.
Client Relationship Teams
Empower your sales or support staff to track client activity, follow up on renewals, and deliver better service using role-based access.

Key Challenges Solved

Manual Follow-Ups Waste Time
UXD Stock Advisory CRM automates follow-ups and client reminders, saving hours every week.
Missed Renewals or Expired Plans
Auto-reminders for client subscriptions ensure no lost revenue due to expiry.
Difficulty in Managing Many Clients
Centralize all client data—trading activity, subscriptions, preferences—in one CRM that scales with your growth.
Lack of Real-Time Communication
Push bulk SMS, email, and in-app notifications in seconds to ensure timely call delivery and trade alerts.

Key Features Designed for Stock Advisory

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Lead Auto-Capture from Social Platforms

UXD Stock Advisory CRM captures leads from your website forms, landing pages, and even WhatsApp to streamline your first contact.

Client Segmentation & Subscription Tracking

Segment clients by risk profile, interests, or subscription level, and track active plans with auto-renew alerts.

UXD Stock Advisory CRM
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Instant Call Alerts & Trade Notifications

Send trade tips or advisory calls via SMS, email, or app in seconds with batch notification tools.

KYC & Compliance Management

UXD CRM helps store, organize, and verify KYC documents, ensuring your services stay SEBI-compliant.

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UXD Hire CRM Image

Performance Tracking & Renewal Reminders

See how many calls converted to trades, track advisor performance, and set renewal alerts automatically.

Role-based Access for Teams

Assign different modules for analysts, sales, and client service teams so everyone works in sync—securely.

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Why Choose UXD Stock Advisory CRM?

Zero Lead Leakage
 Never miss a potential customer! Our CRM captures and track all leads, enabling smooth follow-ups and improved conversion rates.
Automated Email & SMS Followups
Keep in touch with leads easily! Set Up automated reminders, follow-ups, and updates to boost engagement.
Close More Sales
Grow revenue through intelligent lead management, timely follow-up, and data-inspired insights to turn leads into loyal customers.
Improve Customer Satisfaction
Provide a smooth experience with personalized communication, and effective client management, bringing long-term customers.

Start Free, Advice Better

Use every feature of UXD Stock Advisory CRM for free during your 1-month trial. No credit card needed. If you’re not satisfied, don’t pay. We’re confident our tools will deliver value from day one.

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FAQs

Stock CRM software is a client relationship management system designed specifically for trading and brokerage businesses. It helps manage leads, clients, agents, trades, and compliance in one place.

It’s ideal for stock brokers, trading firms, sub-brokers, investment advisors, and small financial consultancies looking to streamline operations and grow their client base.

Our CRM includes lead management, sales dashboards, agent performance tracking, automated follow-ups, digital KYC, client profiling, mobile stock tips, and compliance tools.

Yes! You can view detailed agent metrics, rank them based on performance, and optimize your team’s productivity with real-time analytics.

Yes, the system supports automated email and SMS follow-ups to nurture leads and increase conversions.

Yes, our UXD Stock Advisory CRM ensures data privacy and meets industry-standard compliance and regulatory requirements.

Yes, we offer customizations based on your workflow, lead process, and requirements.

Of course! We offer onboarding assistance, training sessions, and dedicated customer support to ensure smooth sailing.

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