Financial Services Edition
Wealth Management Solution

Features

• Referral Management
• Automatic lead creation
• Ability to view all referrals made by a particular client

Household Management

• Single household view
• Tracking of household, financial, and investment risk profiles
• Consolidated portfolio, leads, opportunities, notes, and tasks for all contacts in the household

Portfolio Tracking

• Consolidated book of business tracking
• Household-level portfolio tracking
• Contact-level portfolio tracking

Lead and Opportunity Management

• Easy lead creation, assignment, and qualification
• Lead and opportunity revenue tracking

Contact Management

• Single view of client book of business
• Tracking of financial and investment risk profiles
• Consolidated portfolio, leads, opportunities, notes, and tasks

Email Integration

• Integration with Microsoft Outlook
• Automatically link incoming and outgoing emails with associated contacts, accounts, leads, and opportunities

For further information or to speak to a member of our team please click here