Grow your business cost effectively with all inclusive features.
Stop paying for unnecessary integrations with multiple providers.
Access your Wealth CRM from anywhere. Features – 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.
Send client agreements to e-sign, customise digital fact-find questionnaires and perform risk profiling process for each client depending on the services you offer, and onboard your clients fully digitally.
Various inbuilt investment, insurance and cash flow planning tools and solvers to come up with suitability recommendations and plans to share with the clients.
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.
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.
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.
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.
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.
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.
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.
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.
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.