Features

Grow your business cost effectively with all inclusive features.
Stop paying for unnecessary integrations with multiple providers.

Run your business efficiently without rekeying, and managing your clients and cases from one place with a 360-degree view of each client and their activity.

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Manage

Manage your Wealth CRM features from anywhere, set up and manage clients, Client Portal access, sales funnel stages, segmentation, referral information, review dates, and much more to run your firm entirely digitally.

Onboard

Customise the client agreements, fact-find questionnaires and risk profiling process for each client depending on the services you offer, and onboard your clients fully digitally.

Plan

Various inbuilt investment, insurance and cash flow planning tools and solvers to come up with suitability recommendations and plans to share with the clients.

Report

With our helpful Report builder functionality, you can use your own or our default templates to build and save reports before sharing them online through the client portal or by email.

Engage

Nurture and manage all your client communication from one place, including all messages, content sharing, alerts and notifications to build trust and support your clients at the right time.

Many others

Case Compliance Checklists, Tasks, Scheduling Appointments, E-Signatures, Adviser Work desk notes and storage, and many more efficiency creating features to win and serve more clients entirely digitally.

more features....

Your Branding

Request and obtain your unique sub-domains for both your Firm Internal and Client Portals, along with using your logo and colours branding to build trust with your clients.

Client Portal

Give your clients access to an intuitive and simple to use Client Portal to complete questionnaires, upload documents, securely e-sign, and view any adviser shared plans and reports.

Central Administrator

One Central Admin section to control all your firm’s practices. These include subscriptions, branding, security, users, case compliance flows, add-ons, integrations and many others.

Audit Trail

Auditability is inbuilt in all our processes. We capture not only the technical audit logs but also the device and location information along with other security critical information as part of the process.

Enterprise Security

We maintain enterprise-grade security with a separate database for every firm, and data is encrypted both at-rest and in-transit. We offer every user multi-factor login for added protection.

Ready to use

Your Firm portal will be ready to use immediately and the Client Portal one day after verification.  Relax and enjoy the benefits – no deployments, always up to date and securely hosted in AWS cloud.

It's easy to get started.

Start your two months free trial now. No payment details are required.