Customer relationship management software for wealth management firms has to be sophisticated and flexible to adapt to changing conditions. Securing and maintaining client information, while meeting industry-specific compliance guidelines, isnít easy for a generic CRM solution. Designed for the needs of financial institutions, Wealth Management CRM software provides wealth managers, and hedge fund and portfolio managers with a 360-degree view of client interactions.
- Build stronger customer relationships. Capture, centralize and share client information in a secure database. Wealth Management CRM gives you a 360-degree view of your client or household. Comprehensive insight helps you make recommendations tailored to each clientís needs.
- Create and manage marketing campaigns and client communications that inform and build stronger relationships.
- Automate common administration processes to improve compliance and free advisors to spend more time on client relationships.
- Manage risk by tracking all communications related to clients, sponsors and products.
- Gain immediate visibility into asset allocation, client performance and performance history based on your clientsí needs.
- Easily configure reports to meet your firmís specific needs.
- Work from anywhere with mobile access to your calendar, contacts and activities.