CRM software for financial advisors and sales professionals.

Founded in 1983, NAS has been providing Customer Relationship Management (CRM) software for financial advisors since before "CRM" was a moniker. Our Helper Series line of products has provided portfolio management, client contact, marketing, and time management features to over 5,000 investment advisors worldwide. With SextantCRM.com, we moved into new vertical markets, providing slim, feature-rich, but easy-to-use solutions to sales, marketing, and customer service professionals outside the fi...

Founded in 1983, NAS has been providing Customer Relationship Management (CRM) software for financial advisors since before "CRM" was a moniker. Our Helper Series line of products has provided portfolio management, client contact, marketing, and time management features to over 5,000 investment advisors worldwide. With SextantCRM.com, we moved into new vertical markets, providing slim, feature-rich, but easy-to-use solutions to sales, marketing, and customer service professionals outside the financial services industry.