at Financial Technnology Year
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Client Relationship Management (CRM) Systems for Wealth Management
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.
Other Wealth Management
Features include personalized client engagement tools, seamless integration with portfolio management systems, and comprehensive analytics to drive business growth.
A comprehensive platform that includes tools for managing client data, automated workflows, marketing campaigns, and compliance management.
A comprehensive CRM solution that integrates investment management, financial planning, and client communication tools designed to improve advisor-client relationships.
Wealthsimple for Advisors CRM
By: Wealthsimple
https://www.wealthsimple.com/en-ca/for-advisors/features
By: Wealthsimple
https://www.wealthsimple.com/en-ca/for-advisors/features
CRM features include household and client management, digital onboarding, workflow automation, compliance checks, integration with financial planning and portfolio management tools.
WealthSuite CRM
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement/wealthsuite
By: FIS Global
https://www.fisglobal.com/en/solutions/wealth-and-retirement/wealthsuite
Centralizes client data, supports relationship management, segmentation, financial goal tracking, integrates with portfolio, risk, and compliance platforms for holistic advisory practice management.
SugarCRM for Financial Services
By: SugarCRM
https://www.sugarcrm.com/solutions/industries/financial-services/
By: SugarCRM
https://www.sugarcrm.com/solutions/industries/financial-services/
Enables complete customer lifecycle management, personalization, compliance support, workflow automation, and multi-channel communications with secure data handling for financial institutions.
CRM built on Microsoft Dynamics 365, customized for wealth management with client household structures, investment account tracking, financial planning data integration, document management, and compliance support. Integrates seamlessly with Tamarac's portfolio management and client portal solutions.
CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth management with AUM tracking, client household management, workflow automation, document management, and integration with portfolio management systems. Includes compliance and audit trail features.
Advisor-focused CRM with client relationship tracking, automated workflows, document management, compliance tracking, reporting tools, and client service monitoring. Includes client portal capabilities and integrates with portfolio management and financial planning software.
Built on Redtail CRM technology, offers seamless integration with Orion's portfolio management platform. Features include client data management, activity tracking, workflow automation, document management, and compliance support tailored for advisory firms.
CRM designed for financial services professionals with contact management, calendar and activity tracking, document management, compliance support, and reporting tools. Includes policy management, commission tracking, and integration with industry-specific applications.
Integrated CRM capabilities within the NaviPlan financial planning platform, featuring client data management, task tracking, and document storage. Seamlessly connects client relationship data with financial planning information for a unified advisor experience.
Ezra Group WealthTech Integration Score
By: Ezra Group
https://ezragroupllc.com/wealthtech-integration-score/
By: Ezra Group
https://ezragroupllc.com/wealthtech-integration-score/
A comprehensive assessment tool that evaluates wealth management CRM systems based on integration capabilities, API robustness, data synchronization, and workflow automation. Helps advisors select the most suitable CRM for their unique technology ecosystem.
Comprehensive business management platform with client relationship management, team collaboration tools, workflow automation, compliance support, data analytics, and client segmentation. Provides a holistic view of the advisory business with industry-specific data models and integrations.
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.
Refinitiv BETA CRM
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/beta-systems-wealth-management
By: Refinitiv (LSEG)
https://www.refinitiv.com/en/products/beta-systems-wealth-management
Wealth management CRM integrated with the BETA wealth management platform, featuring client relationship tracking, activity management, document storage, and compliance support. Provides a unified view of client information alongside portfolio data and market information.
Oracle Financial Services Customer Service
By: Oracle Financial Services
https://www.oracle.com/industries/financial-services/
By: Oracle Financial Services
https://www.oracle.com/industries/financial-services/
Case management, knowledge management, client onboarding, complaint management, omnichannel service delivery, regulatory compliance tools, and integration with core financial systems.