CRM features include household and client management, digital onboarding, workflow automation, compliance checks, integration with financial planning and portfolio management tools.
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
The product specifically lists client and household management, which requires contact information storage. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
Document upload, digital onboarding and e-signature features are mentioned directly in product descriptions. | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
No information available | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
No information available | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Product literature references client segmentation for tailored workflows and communication. | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
No information available | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Wealthsimple for Advisors claims bank-level encryption for data security. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
No information available | |
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Timestamped Records Automatic recording of when client data is added or modified. |
The platform tracks when documents are uploaded and client changes are made, implying timestamped records. | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
No information available | |
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Data Backup Frequency How often client data is backed up. |
No information available |
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit functionality is included for compliance (action and change logs), as stated in compliance feature documentation. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Mentions granular permissions as part of compliance and information security. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
No information available | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
Product page claims GDPR and Canadian privacy compliance support. | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
No information available | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
Specifically cites integrated KYC/AML tools for onboarding and compliance. | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
Mentions use of 'bank-level encryption' which typically references AES-256. | |
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Data Masking Sensitive information is masked from non-authorized users. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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IP Whitelisting Restrict platform access to specified IP addresses. |
No information available |
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
Workflow automation includes automated task assignment based on CRM system logic. | |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
No information available | |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
Reminders/alerts are cited as part of the CRM task management functionality. | |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
Approved workflow options for compliance checks are highlighted as built-in. | |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
System allows for calendar integration with Google and Outlook as per feature site. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Users can customize workflows; product overview highlights this feature. | |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
Task status is visible in real-time through the task management module. | |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
No information available | |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
No information available | |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
Recurring and scheduled tasks are standard in workflow automation modules. | |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
Allows for delegation and tracking as per platform documentation. |
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Email Integration Send and receive client emails from within the CRM. |
CRM supports sending and tracking emails from within the platform. | |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
No information available | |
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Call Logging Record call notes and attach to client records. |
No information available | |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
Scheduling and calendar invites are built-in for advisors and clients. | |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
No information available | |
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Document E-signature Facilitate secure electronic document signing within the platform. |
E-signature is included as a portal and document management feature. | |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
No information available | |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
No information available | |
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Communication Archiving Retention and searchability of all historical communications. |
No information available | |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
No information available | |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
No information available |
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Product page references configurable dashboards for advisors. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Allows configuring, generating, and downloading custom reports. | |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
Comes with standard financial report templates. | |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
Charts, graphs, and visualization options referenced for report output. | |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
Reports and data can be exported to Excel and PDF. | |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
Reports can be scheduled for automatic generation and distribution. | |
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Real-Time Data Updates Reports are refreshed with live data. |
No information available | |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
No information available | |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
KPIs and customizable metrics can be tracked via configurable dashboard per documentation. | |
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Report Retention Period How long generated reports are stored and accessible. |
No information available |
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Direct integration with portfolio management tools is specifically advertised. | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Syncs contacts, events, and messages with major calendar/email providers such as Google and Outlook. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
Developer portal describes available APIs for custom integrations. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
No information available | |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
No information available | |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
No information available | |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
No information available | |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
Advertises digital and e-signature integrations including DocuSign. | |
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Integration Capacity Number of simultaneous third-party integrations supported. |
No information available | |
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Integration Setup Time Average setup time for connecting a new integration. |
No information available |
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Highlights digital onboarding as a key feature for new clients. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Online digital forms are referenced for onboarding, KYC, and other processes. | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Secure client portal for document, communication, and portfolio access is standard. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
Clients can track their onboarding status and outstanding items within the portal. | |
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Portal Customization Ability to brand and customize the client portal experience. |
Portal can be branded with advisor or firm logos and custom color schemes. | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Clients are able to update their records, upload documents and schedule meetings themselves. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
E-signature for required forms is available in the client portal. | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
No information available | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
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Multilingual Support Portal available in multiple languages. |
No information available |
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
Mobile apps are available for iOS and Android as per product feature descriptions. | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
Website references fully responsive web experience for mobile browsers. | |
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Push Notifications Send real-time push notifications to mobile devices. |
Push notifications for updates and tasks are mentioned as part of mobile app capability. | |
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Offline Access Some CRM functions are available without an internet connection. |
No information available | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
No information available | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
No information available | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
No information available | |
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Mobile App Store Ratings Average user rating on major app stores. |
No information available |
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Average Response Time Typical time for system to respond to user actions. |
No information available | |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
No information available | |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
No information available | |
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Data Throughput Amount of data processed per second. |
No information available | |
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Database Scaling Support for scaling databases vertically or horizontally. |
Platform is described as scalable with cloud infrastructure supporting growth. | |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
No information available | |
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Latency under Load System latency when processing maximum intended workload. |
No information available | |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
No information available | |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
No information available | |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
No information available |
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
No information available | |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
Users can configure dashboard widgets as part of home page customization. | |
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White Labeling Custom branding for both internal and client-facing modules. |
Advisors can brand and white label the portal and reports for their own firm. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
Product offers online help, training videos, and guided onboarding for new users. | |
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Multiple Language Support User interface is available in several languages. |
No information available | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
Platform offers some accessibility settings, including text size and high-contrast options. | |
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Theme Customization Choose or define custom color schemes and layouts. |
Theme colors and layouts can be adjusted per advisor or firm. | |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
No information available | |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
No information available | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
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24/7 Technical Support Access to technical support at all times. |
Support documentation indicates 24/7 support availability. | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
No information available | |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Knowledge base and FAQs are linked from the support section. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
Service Level Agreements are mentioned for enterprise clients. | |
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Product Roadmap Visibility Customers can view future product development plans. |
Roadmap details are available to subscribing enterprise clients. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
No information available | |
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Onboarding Assistance Hands-on help during implementation and data migration. |
Onboarding assistance is available as a paid or included service. | |
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System Status Dashboard Real-time system health and incident reporting. |
Real-time system status dashboard available at status.wealthsimple.com. | |
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Multi-language Support Center Support assistance is available in different languages. |
No information available | |
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Average Support Response Time Typical time to first response from support. |
No information available |
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