Description: Wealth Management CRM software and Client Portal to streamline your business operations and serve your customers more digitally.
We know how important technology is to grow your business in this digital generation. We have spent the last seven years launching innovative and automated digital business models in the wealth and investing sectors. We will provide you with modern and intuitive tools to help you scale faster.
Our software comes with fully integrated and combined Manager and Client Portals that you can customise to your branding and your chosen unique business sub-domains.
Our product includes features such as fully online fact finds, risk profiling, e-signatures, scheduling links and more.