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Simply the Best by any Measure

Investment Gold is the ultimate client care system for financial advisors. Our client list includes thousands of top performers around the world. For more than 20 years, Investment Gold has been the #1 choice among financial advisors that are serious about their success.

Investment Gold consists of the award-winning GoldMine CRM software and our extensive suite of proven apps and customizations. The result is a tailored and automated client care solution that empowers you to make yourself irreplaceable to clients and irresistible to prospects.

No other product even comes close to matching Investment Gold's benefits or price point. Why pay someone that doesn't know your business a small fortune to build a system for you? Investment Gold has been exceeding the needs of thousands of top performers for decades at a price that makes sense.


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Triple the Value of Your Business

As you know, technology can miss the mark unless it's accompanied by the services you need to maximize its value.


Our clients maximize the benefits they derive from Investment Gold by taking advantage of our comprehensive suite of services.

Services for New Clients

  • installing your software

  • importing your existing client information

  • setting up accounts for each member of your team

  • making initial customizations to begin the process of tailoring Investment Gold to your business

  • providing your team with private introductory training

Ongoing Services

  • additional private training (to master more advanced skills or bring new hires up to speed)

  • additional customization (Investment Gold can be tailored to fit your business like a glove)

  • help desk support whenever you have a question

  • management consulting

  • integration with your other apps

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Your Satisfaction


We stand behind our product.  If within the first three months after we install Investment Gold you aren't 100% satisfied, we'll refund the fee for our new client services.  And we're proud to say that in the two decades that we've been offering this guarantee, no one has ever asked for a refund.

The Next Step

If you’re curious about how Investment Gold can triple the value of your business, reach out to us by phone or email.

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