How secure is my client data with M-Edge CRM?
Masterstroke and M-edge employs strong data encryption protocols to safeguard your and your client data during transmission and storage. This helps protect against unauthorized access and data breaches. Each individual user has restricted access and can only view their own data. If you have any more queries about this, please feel free to reach out to us.
Why do I need M-edge for my financial distribution/advisory business?
M-Edge allows you to store and organise all client information in one centralised location, making it easily accessible whenever needed. It helps you track client interactions, stay up-to-date with client preferences and enables you to effectively communicate with them. You can create and assign tasks, set reminders, and track progress, ensuring important follow-ups and activities are not missed.
How is M-Edge different from other CRM platforms?
MSO is tailor made specifically for financial advisors , offering specialised features and functionalities designed to support their industry-specific requirements. It is purpose-built to streamline your workflow, automate administrative tasks, and provide the necessary tools for client management, portfolio tracking, and compliance.