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