Wealth Management CRM

Wealth management software is a powerful management solution, which allows to work with all types of investments (like private ones), provide access to the accounting information and helps to make reports.

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What are the benefits of using a wealth management CRM?

It is not a secrete that using a wealth management CRM software, one can get lots of benefits like managing all the financial information in one account, keeping all the documents in one place, creating financial reports or analysing the data from the system.

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Data import from / to Excel

Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, product catalogue, documents and invoices, etc.

A single contract database

Easily manage all contracts, related specifications and additional agreements using bpm’online bank customer journey. Attach electronic versions and photocopies of contracts; keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.

Process monitoring and analytics

Keep track of any process metrics (duration, average time of running, maximum and minimum values, etc.) and view them from different angles (agents, support lines, services, etc.). Visualize data using dashboards, identify and eliminate bottlenecks in your processes with the help of process log.

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