Upswing CRM Announces General Availability of "Upswing CRM for Financial Advisors," Version 2.0

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New on-demand customer relationship management service combines time-saving interface and workflow efficiency with industry-specific features for financial advisors

Upswing CRM for Financial Advisors

Upswing CRM, LLC today announced the general availability of "Upswing CRM for Financial Advisors," version 2.0, an on-demand customer relationship management service for financial service professionals in the investment advisory business. The announcement was made at the 2008 Broker-Dealer Client Conference hosted by a web-services partner to Upswing CRM, Laser App Software.

The new version of Upswing CRM delivers a broad array of on-demand CRM capabilities and a clean, intuitive interface that allow financial advisors and their teams to improve business relationships with their clients, keep track of tasks and opportunities, and collaborate as a team in secure web-based workspaces. Upswing CRM is available as a hosted service at, where financial advisors can sign up for free to immediately trial Upswing CRM.

Alex Turnbull, Upswing's Vice President of Product Marketing said, "Upswing's efficiency and simplicity free up time for high-powered financial advisors to be more productive and happier about their daily work. With its ease of use and relevance to the ways financial advisors work, we think Version 2.0 of Upswing CRM and forthcoming feature additions will make this product quite popular among financial advisors and broker-dealers."

Laser App Software ( integrates with Upswing CRM via web-services integration. Laser App provides automated form filling software designed for broker-dealers and advisors. The Upswing and Laser App partnership provides the ability for a user to sign in to his or her Upswing CRM account and easily populate broker-dealer and financial advisor-oriented forms using the Laser App tools seamlessly from within the Upswing CRM web-based application.

To learn more about Upswing CRM, financial advisors can visit Broker-dealers and technology providers interested in partnering with Upswing may contact the company via the website.

About Upswing CRM

Upswing CRM, LLC, based in New York City, designs, develops, markets and operates user-centric on-demand CRM systems.


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Elizabeth Hanson
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