Business Benefits

Designed to Meet the Needs of Wealth Management Firms

Our CRM is designed to address your key business challenges
and drive your business forward.

Grow Your Business

Help advisors and managers view, score and
nurture leads.

Attract and Retain Top Talent

Provide advisors the best advisor productivity tool in market to help them grow assets under management.

Increase Customer Loyalty

Set the stage for your advisors to build trust by
enabling them to:

  • Understand clients through a profile that includes client bios, communication preferences, and identification expiries
  • Service clients by tracking meetings and tasks
  • Visualize households and extended households with intuitive relationship maps
Drive Advisor Productivity

Equip your advisors with robust practice management features and capabilities: