✔ Deliver a full service offering with industry specific capabilities

✔ Build deeper client relationships with enhanced household level views

✔ Drive efficiencies and encourage collaboration with improved action plans

✔ Easy access to client information with pre-configured searches and dashboards

Practice Management

Keep your team organized with team-based task creation

Standardize your processes with workflows

Access client information anytime with mobile CRM

Sync team calendars to manage resources and workloads

Stay CRM2 compliant

Automatically save all client email activity to the CRM

Maintain complete and up-to-date recorded client histories

Track all changes to client records with automatic audit trails

Easily locate client records with sorting and categorization tools

Provide superior client engagement

Easily view upcoming client milestones in pre-built dashboards

Hundreds of wealth-specific fields to capture key client & KYC data

Household structure allows for recall of client’s family info

75+ pre-configured searches for instant client segmentation

Prepare for succession

Increase practice resale value with a quantifiable, verifiable, compliant, and up-to-date book of business

Ease the business transition process with embedded workflows

Facilitate future expansion with scalable systems and structure

Get setup quickly and easily

✔ Built for advisors, by advisors with industry specific capabilities

✔ Smooth data migration Easily bring over existing client datas

✔ Simple to configure Match your unique processes and terminology

✔ Unlimited custom fields Add fields with no extra hidden costs

✔ Weekly complimentary live training webinars We’ll train your team for CRM success

✔ Unlimited support, online community Get help from our CRM experts

A Complete Solution

Secure deployment in public or private cloud or on-premise web

Mobility on any smartphone or tablet

Know-your-client capture and workflow

Manage every task, appointment and activity

Client acquisition and management

View client financial profile of assets and investments


Built in action plans to streamline client management

Dashboards and reports to monitor metrics

Team collaboration and task management

Marketing campaigns and client communications

Easily produce KYC review and other documents through Microsoft Word integration

Easily access market and financial news