From discrete client data collection to complete campaign management, Private Wealth offers an intuitive and integrated tool suite for managing your clients and business.
Never miss an action.
Private Wealth combines alerts, actions and data to deliver clear and efficient workflow for the individual and the business. Workflow combines:
- discrete tasks
- diary management
- business processes
- document actions.
Automated and pro-active alerts set at the client or portfolio level link workflow to initiate follow up actions and ensure you never miss a step or communication opportunity.
Review and advise.
Review detailed reports on client data, and produce compliant and tailored Statements of Advice (SOAs) based on the client's complete financial position. All data relating to advice is maintained in the CRM database for easy access. You can also enhance your SOAs with charts, tables and images.
Collect client data.
In one accessible repository, the Private Wealth CRM stores comprehensive client data along with the client's relationship details, relevant documents and investment information.
All client-related file notes and attachments are stored electronically. You can upload documents of any file format. As a fully-hosted web-based solution, Private Wealth provides guaranteed redundancy ensuring your data is secure. The in-built Document Library indexes documents, and is fully searchable.
Assigning system-generated bar codes to documents can further enhance traceability and automate workflow actions such as sending emails, adding clients to campaigns, and creating file notes.
- Customise client data to suit your business
- Automate alerts on clients and portfolios
- Record client notes
- Manage your diary, tasks, workflow and routine business processes
- Run campaigns
- Run reports and construct advice
- Manage documents
- Connect your clients via their family, organization or specific relationships
Product: Private Wealth
"Stay on top of your client data and client relationships."