quipp vs Maximizer CRM

Which Is Better for Financial Advisors?

Your CRM should help you get work completed with clients, not just manage information about them.

Every new client needs to complete onboarding. Existing clients need to share updated financial information, provide documents and follow through on agreed actions. And you need to know what’s completed, what’s outstanding and which client needs your attention.

Maximizer CRM provides client relationship management, tasks and workflows for financial professionals. quipp brings the client-facing side of that work into focus.

Send onboarding forms, share files, assign tasks directly to clients and track their progress from one professional workspace, at a lower starting price.

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Why choose quipp over Maximizer CRM?

Managing client relationships involves more than keeping records and scheduling follow-ups.

You need clients to provide information, complete forms, share documents and act on the next steps you agree with them.

Complete client onboarding
Send forms, collect information and track outstanding requirements.
Assign tasks directly to clients
Give clients clear actions to complete and monitor their progress.
Keep file sharing simple
Receive and store files within the relevant client relationship.
Manage recurring work
Use task templates, follow-ups and activity records to stay on top of client reviews.
Access financial context
View available client financial information and use forecasting features alongside relationship records.
No contact limits
Keep unlimited client records at no additional cost.
Get help when you need it
Access 24/7 customer support, product experts and 3-day assisted migration for supported transitions.

Spend Less Time Gathering. More Time Advising.

Explore quipp for Financial Planners

Feature comparison

quipp vs Maximizer CRM

Both quipp and Maximizer CRM help financial professionals manage client relationships. The difference is what happens after a client has been added to your CRM.

quipp compared with Maximizer CRM
What matters to your practice	quipp	Maximizer CRM
Managing your clients	Keep client profiles, notes, activity history and shared financial information together, with no limit on the number of clients you can manage.	Manage contacts, interactions and client relationships through a CRM built to serve a wider range of business and financial-services teams.
Getting clients onboarded	Send onboarding forms, collect information, share files and assign next steps directly to clients. Track their progress without relying on separate follow-up processes.	Use CRM action plans and workflows to organise onboarding activities. Client-facing processes may require additional configuration.
Getting clients to complete tasks	Assign a task directly to a client, let them complete it and see the status from your workspace. You know what is done and what still needs attention.	Provides task management, reminders and action plans focused on coordinating work within the practice.
Collecting and sharing files	Request files through the client workflow, receive uploads and keep them attached to the relevant client record for future reference.	Supports document attachments and storage, with additional integrations available for wider file workflows.
Preparing for recurring reviews	Reuse task templates, assign client actions and follow up on outstanding information before the next review. Keep the work connected to the client's history.	Supports recurring processes through action plans, tasks and workflow features, with availability depending on the subscription.
Understanding client finances	View shared client financial information and work with cash-flow, tax, retirement and goal forecasts alongside the client relationship.	Offers CRM reporting, business dashboards and financial-services insights. These are not the same as quipp's client financial forecasting features.
Giving clients ongoing value	Gift clients personal budgeting features so they can manage their finances beyond scheduled advisory meetings.	Its standard CRM offering focuses on managing client relationships and practice operations rather than providing a personal budgeting experience.
Keeping software costs manageable	CAD $59 per seat/month, with unlimited client records and access to paid workflow features.	Starts at CAD $90 per user/month for Core and CAD $100 per user/month for Financial Services.
Moving from your current CRM	Get assisted migration completed within 3 days for agreed, supported requirements. You can also follow our migration checklist.	Offers implementation and migration assistance, with services and scope determined by the arrangement.
Getting help when you need it	Access 24/7 customer support, speak with a product expert and request a dedicated onboarding partner.	Provides customer support and implementation services, with the level of assistance depending on the offering and arrangement.

quipp in practice

More time working with clients, less time managing the systems around them.

For a planner, that’s a meaningful difference. Here’s what it looks like in practice.

01OnboardSend forms, collect files and track what's outstanding.
02Assign workGive clients actions and know when they're completed.
03Store filesKeep documents connected to the client relationship.
04Run reviewsReuse templates for recurring client reviews.

Make client onboarding easier to complete

When someone becomes a client, you need personal details, household information, financial documents and answers to onboarding questions. The challenge is keeping track of what’s been received and what still needs attention.

A client might complete their questionnaire but forget to upload the required statements. With quipp, you can see what’s outstanding and follow up without reconstructing the onboarding process from separate email conversations.

Maximizer CRM

Supports onboarding through CRM action plans and configurable workflows.

quipp

Client-facing forms, file sharing, file storage, tasks and progress tracking are already connected within the professional experience.

Onboarding from the client profile

In quipp

Open the client's profile and review their information.
Step 1
Send the relevant onboarding forms.
Step 2
Assign specific actions for the client to complete.
Step 3
Receive supporting documents through file sharing.
Step 4
Track completed and outstanding requirements.
Step 5
Review the activity before moving to the next stage.
Step 6

Assign client work and know when it’s completed

Financial planning meetings often end with action items. A client might need to upload updated investment statements, complete a questionnaire, provide tax information or confirm changes to their circumstances. Recording those actions is one thing. Getting the client to complete them is another.

With quipp, you can assign tasks directly to clients. They receive the tasks and complete them through quipp, and you can see what’s been completed, what remains outstanding and where a follow-up is needed.

Maximizer CRM

Provides task management and workflows for advisors and their teams.

quipp

Clients receive and complete assigned actions directly, so both sides of the work are in the same process.

Annual review: client tasks

2 of 5 complete

Complete your financial information update.
Completed
Upload your latest investment statements.
Completed
Confirm any changes to income or household circumstances.
Due Today
Provide supporting documents for tax planning.
Pending
Complete an outstanding action from your previous review.
Pending

Keep client files where you need them

Clients provide statements, identification documents, completed forms and other financial information throughout the relationship. But receiving a file is only the beginning. You also need to know which client it belongs to and whether other information is still outstanding.

With quipp, you can receive and store files within the relevant client relationship. When preparing for a review, open the client’s profile, check the available files and see which assigned actions still need attention.

Maximizer supports document storage and attachments within its CRM. quipp brings file sharing together with client-assigned tasks and follow-ups, so you can continue the work from the client’s profile.

Make recurring client reviews easier

Your practice repeats many of the same activities throughout the year. Annual reviews, financial information updates and follow-ups often require similar forms, files and client actions.

quipp includes reusable task templates, so you can organise recurring work without recreating the same steps for every client. Assign the relevant actions, track their progress and keep the activity connected to each client.

Less time setting up the work. More time getting it completed.

See how quipp works

Get the client-management tools you need at a lower cost

Running an independent financial planning practice comes with expenses. Your CRM should help you manage client relationships without adding unnecessary costs to your operation.

quipp pricing

Plan	Monthly price
Free	CAD $0
Essential	CAD $59 / seat / month

The Free plan lets you manage client records and view available client financial information, with no limit on the number of client records. The Essential plan adds forms, tasks and file sharing, alongside the other applicable features.

Maximizer CRM pricing

According to Maximizer’s published pricing:

Maximizer plan	Monthly price
Core	CAD $90 / user / month
Financial Services	CAD $100 / user / month
Financial Services+	CAD $125 / user / month

These are published monthly per-user rates; Maximizer’s comparison materials describe its plans as billed annually.

The available features differ between subscriptions. But for client relationships, onboarding, file sharing, tasks and follow-ups, quipp gives you those everyday tools at a lower starting cost, without a contact limit.

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Switch from Maximizer CRM to quipp with help from our team

Switching CRMs can be challenging, especially when you’ve spent time building your client records in another system. Before switching, review the client contact records and relationship details you need to bring across. Our CRM migration checklist helps you organise your information and prepare for the move.

Bring your client contacts into quipp
Once your client-contact information is prepared, you can begin moving supported records into quipp. Our team can help you establish what will be included in the migration and prepare your professional workspace.
You can then set up the forms, tasks, templates and file-sharing processes you need for ongoing client work.
View the CRM Migration Checklist
Get assisted migration completed in 3 days
Prefer to have someone help you make the switch? quipp offers 3-day assisted migration for agreed, supported migration requirements once the necessary information has been provided.
Speak directly with a product expert and request an onboarding partner. For more complex transitions, we’ll establish the supported migration scope with you. You also have 24/7 customer support whenever you need it.
Talk to a quipp Product Expert

Give your clients more than a CRM interaction

Your clients’ financial lives continue between appointments. quipp gives you an opportunity to support them beyond the usual forms, tasks and follow-ups.

Gift personal budgeting features to clients

Offer clients access to personal budgeting features as an additional benefit of working with your practice. These features help them manage budgets, track spending and better understand their day-to-day finances.

It’s another way to provide value between scheduled planning conversations.

Bring financial information into your client conversations

View financial information your clients share through quipp, with forecasting features covering:

Cash-flow planning
Tax planning
Goal planning
Retirement planning

A clearer picture of your clients than contact details, meeting notes and completed tasks alone.

Is quipp the right Maximizer CRM alternative for your practice?

If you’re an independent financial planner looking for a simpler way to manage client work, quipp is worth considering. With quipp you can:

Manage client records with no contact limit.
Collect onboarding information and share files.
Assign actions directly to clients.
Keep track of progress from one workspace.
Access financial context alongside the relationship.
Start at a lower price, with migration help from our team.

Still comparing CRM options? See how quipp compares with Zoho CRM and Wealthbox.

Frequently asked questions

Is quipp a good alternative to Maximizer CRM for financial advisors?

Yes. quipp is designed for financial planners who want to manage client relationships and everyday client work from one workspace.

It includes client records, onboarding forms, file sharing, client-assigned tasks, follow-ups and financial context.

Is quipp cheaper than Maximizer CRM?

Yes, quipp's Essential plan starts at CAD $59 per seat/month.

Maximizer lists its Core subscription at CAD $90 per user/month and its Financial Services subscription at CAD $100 per user/month.

The subscriptions offer different features, so compare them against the work your practice needs to complete.

Can I assign tasks directly to clients with quipp?

Yes. You can assign tasks directly to clients, and clients can receive and complete those actions through quipp.

You can monitor their progress and review the relevant activity from your professional workspace.

Does quipp include onboarding forms and file sharing?

Yes. quipp includes client-facing forms, file sharing, file storage, and task management.

You can use these features alongside client records and follow-up activities.

Can I move from Maximizer CRM to quipp?

Yes. quipp supports migration of agreed client information and offers 3-day assisted migration for supported requirements once the necessary information has been provided.

You can also request assistance from a product expert or onboarding partner, with 24/7 customer support available.

Does quipp have a free option?

Yes. quipp offers a Free plan, which includes managing client records and viewing available client financial information.

There is no limit on the number of client records you can manage.

Forms, tasks and file sharing require paid access.

Can I offer budgeting features to my clients?

Yes. quipp gives financial planners the option to gift personal budgeting features to clients as an additional benefit.

Access depends on the applicable offering.

Get client work done without the extra complexity

You don’t need another place to store client information. You need a CRM that helps you manage your clients and get the work done. Start with the Free plan, or get forms, tasks and file sharing with our Essential plan.

Client records
Onboarding
File sharing
Client tasks
Progress tracking

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