About Sticky Advisor

Sticky Advisor is a Canadian financial advisor CRM that helps professionals automate their daily activities and keep up-to-date records of clients, with access to information from anywhere. Users can keep track of clients through one-click follow-up and auto-generated follow-up lists, detailed histories, and more. Files and documents can be uploaded using drag and drop, and custom forms can be created for collecting information. Additional features include client messaging, resource sharing, and sync with Google apps.

Contact management tools help financial advisors keep on top of client lists, as well as manage groups and referrals, generate follow-up lists, and manage meeting requests. Users can keep a record of client assets, liabilities and investments, as well as provide a client login in order to share files with contacts. All contacts can be synced with Google Contacts, and active lists with Google Tasks. Users can drag and drop files directly onto the Sticky Advisor platform to upload files, and use the online tool to generate a variety of branded documents.

Users can create their own forms online for contacts to fill out, or upload forms or PDF files from vendors, and have them pre-populated with existing information. Sticky Advisor enables users to send and receive messages to and from contacts within the platform, helping financial advisors keep all communications with clients in one location. Message templates are available for birthdays, anniversaries, holidays, and more. The solution automatically records all actions with clients, enabling users to look through their history with each individual client, whether for referencing, or legal reasons.

Pricing starting from:

US$29,00/month

  • Free Trial
  • Free
  • Subscription

Key benefits of Sticky Advisor

  • Sticky Advisor improves workflows for daily activities, helping financial professionals to keep up-to-date records of their clients, track commissions, and more.

  • Replace sticky notes with online note management for each client, and set reminders and alerts for important dates or events.

  • Sticky Advisor automatically keeps a history of all actions with clients, enabling users to look through a constant track-record whether for legal reasons, or reference.

  • Send and receive messages to and from contacts from within Sticky Advisor to keep all communications with clients in one place.

  • The mobile-friendly platform enables users to access content from anywhere, whether via sync with Google, or the browser of any connected device. All data is securely stored on servers based in Canada.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada

    Supported Languages

    English

    Pricing starting from:

    US$29,00/month

    • Free Trial
    • Free
    • Subscription

    Images

    Keep record of client assets, liabilities and investments, as well as add notes for each individual, edit their information, and more
    Automatically stay on top of client lists and filter through contacts
    Create an active list, set reminders, and sync lists with Google Tasks
    Drag & drop events onto the calendar and sync them with Google
    Use the search box to find a stock / symbol via the 'Markets' tab
    Upload and download resources, and share amongst advisors
    Create events via the calendar, add details, and associate contacts to the event
    Share files with clients by providing them with a secure client login
    View 9 more
    Sticky Advisor video
    Sticky Advisor screenshot: Keep record of client assets, liabilities and investments, as well as add notes for each individual, edit their information, and more Sticky Advisor screenshot: Automatically stay on top of client lists and filter through contacts Sticky Advisor screenshot: Create an active list, set reminders, and sync lists with Google Tasks Sticky Advisor screenshot: Drag & drop events onto the calendar and sync them with Google Sticky Advisor screenshot: Use the search box to find a stock / symbol via the 'Markets' tab Sticky Advisor screenshot: Upload and download resources, and share amongst advisors Sticky Advisor screenshot: Create events via the calendar, add details, and associate contacts to the event Sticky Advisor screenshot: Share files with clients by providing them with a secure client login

    Features

    Total features of Sticky Advisor: 35

    • Action Item Tracking
    • Action Management
    • Activity Dashboard
    • Activity Management
    • Activity Tracking
    • Auditing
    • Auto-Responders
    • Automated Scheduling
    • Calendar Management
    • Calendar Sync with Google
    • Client Management
    • Client Portal
    • Custom Forms
    • Customizable Templates
    • Data Import/Export
    • Document Management
    • Document Storage
    • Document Templates
    • Drag & Drop Interface
    • Email Invitations & Reminders
    • Email Marketing Management
    • Email Templates
    • File Management
    • Follow-up Scheduling
    • History Tracking
    • Instant Messaging
    • Mailing List Management
    • Mobile Integration
    • Receiving
    • Records Management
    • Reminders
    • Reporting & Statistics
    • Task Management
    • Template Management
    • User Management

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    Reviews

    Overall rating

    4,3 /5
    (6)
    Value for Money
    4,8/5
    Features
    3,8/5
    Ease of Use
    4,5/5
    Customer Support
    4,8/5

    Already have Sticky Advisor?

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    Write a Review!
    Showing 5 reviews of 6
    Terry G.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    It's so much more than a CRM... it's a personal assistant!

    Reviewed on 2018/02/14

    Pros

    Sticky Advisor has features that most CRM packages dont have. Internal messaging services, the ability to save documents and files specific to each client, marketing assistance and handy places to keep your selling codes and supplier codes. The categories feature can be used to segment clients and groups. Works great on my phone, computer and tablet too!

    Cons

    It wasn't available sooner! More training to help with understanding how to use all the features in the day to day work flow.

    Response from stickypages

    Thank you Terry for your review.

    Training will always be improve upon. We will do our best to improve training as our product evolves!

    Risa A.
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Amazing! The program is always adding new and useful features!

    Reviewed on 2018/02/17

    Pros

    Cost is amazing compared to others on the market and the customer service is amazing, they are quick, friendly and so helpful!

    Cons

    Needs better guide when starting to use the program to get the most out of it right away. I would like a better tour or a manual

    Response from stickypages

    Thank you Risa for your review! We appreciate all your feedback!

    We understand our help guide isn't amazing. Although we took large steps on improving it this year, we will continue to improve it with our "scenario videos" in the future.

    As always, if you have any other questions regarding the product, please use the feedback button when you are logged in to Sticky Advisor.

    Verified Reviewer
    Overall rating
    • Used Weekly for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 7.0 /10

    It is satisfactory experience till date

    Reviewed on 2018/02/17

    Properly manage the customer leads which improve my overall services accuracy.

    Properly manage the customer leads which improve my overall services accuracy.

    Pros

    Sticky Advisor has some of the very good features such as Internal messaging services, segmentation of client leads, saving clients documents, marketing material assistance. It can be easily accessible from all the devices such as phone, computer and tablet too!

    Cons

    It isn't available to other marketplace. Hopefully it will be available sooner! More training to help with understanding how to use all the features in the day to day work flow.

    Response from stickypages

    Hello!

    Thank you for your review! Your feedback is greatly appreciated!

    In regards to the cons you mentioned, we would like to understand more of what you are referring too. Available to the marketplace? Are you able to elaborate on this more for us?

    We are continually working on our help feature, and realize it's a hurdle that will always need to be improved. If you have any questions about the product, please feel free to use the feedback button when you are logged into Sticky Advisor.

    Stewart H.
    Overall rating
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Addresses the financial advisor current and future requirements for a cost-effective...

    Reviewed on 2018/02/17

    Pros

    The most feature-packed customer relationship marketing program for any advisor whether one is starting out or well-established practitioner. Dollar for dollar, feature for feature, sticky advisor can not be matched. Very little customization is needed to tailor to the likes of any advisor. Support and his team is simply legendary, to say the least. I have seen and experienced many of the crms in the marketplace attempt to address the unique CRM demands of a financial advisor, sticky advisor simply hit it out of the park, bar none!

    Cons

    Gmail sync is not fully explained.
    Credits for sending email (not thrilled of paying in tokens that Gmail would address with no cost )
    Challenge of separating notes (ie. Corporation - separate, husband - sperate, wife - independent from one business or family record

    Response from stickypages

    Thank you Stewart for your feedback!
    Much appreciated!

    We will look to improve our documentation on the Gmail Sync feature!

    Caitlin B.
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use

    Easy to get started

    Reviewed on 2018/02/17

    Pros

    Integrated email. Activities options. Straight forward. Importing muni database was super easy. The reminders make sure no one is missed.

    Cons

    I think the website could be prettier. Options tabs are repetitive. My activities don't disappear after I've completed them. No option to search contact by name. When I hit contacts it automatically lists recent instead of all of my contacts.

    Response from stickypages

    Hi Caitlin,

    Thank you so much for your review!
    The cons you mentioned,
    - Regarding no ability to search contact by name?
    --> You can search for contacts using the search box on the top right where it says, "search". You would be able to search for a name here.

    - When you hit contacts it automatically lists recent.
    --> I would love to understand a bit more about this and your process. Are you able to explain in detail? This will help us improve our product!

    When you are logged into Sticky Advisor, you can use the 'feedback' button to notify us about any of these issues you face.

    Look forward to hearing from you.

    Showing 5 reviews of 6 Read all reviews

    Sticky Advisor FAQs

    Below are some frequently asked questions for Sticky Advisor.

    Sticky Advisor offers the following pricing plans:

    • Starting from: US$29,00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    $29/month (CDN) Optional $5/month for an assistant, $0.01 per credit.

    Sticky Advisor offers the following features:

    • 1-click follow-up
    • Active list
    • Auto generated follow-up lists
    • Calendar management
    • Changes tracking
    • Client login
    • Client meeting requests
    • Client records
    • Custom forms
    • Drag & drop events to the calendar
    • Drag & drop file uploading
    • Files & documents
    • History
    • History tracking
    • Import / export
    • Influence tracking
    • Manage groups & referrals
    • Messaging
    • Messaging templates
    • Mobile
    • Multiple calendar views
    • Multiple user login
    • Pre-populated form filling
    • Receive responses from clients
    • Relationship tracking
    • Reminders
    • Reports
    • Send birthday/anniversary cards
    • Sync lists with Google Tasks
    • Sync with Google Calendar
    • Sync with Google Contacts

    Sticky Advisor has the following typical customers:

    Small Business, Freelancers, Mid Size Business

    Sticky Advisor supports the following languages:

    English

    We do not have any information about what devices Sticky Advisor supports

    Sticky Advisor integrates with the following applications:

    Google Calendar, Google Contacts

    Sticky Advisor offers the following support options:

    Online Support

    Related categories

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