Integrated Client Relationship and Wealth Management System
A CRM built for Wealth Managers
PureWealth is an integrated contact management system designed for Wealth Managers. Not only does it do everything you expect from a standard customer relationship management (CRM) application (schedule meetings, perform mail merges, track client contacts, and save key client information), it also includes key built-in customized functions for Wealth Managers such as portfolio views, transaction summaries, KYC (know-your-client) fields, and client reports. In just a few clicks you can run a benchmark exception report or print off an up-to-the-minute client statement.
CRM Features
- Schedule meetings and tasks on a one-time or recurring basis
- Track client relationships
- Export data from your client database to MSWord and MSExcel
- Integrate Emails with MSOutlook
- Manage document templates and perform mail merges
Wealth Management Features
- View all portfolio data including holdings, transactions, asset allocation, and performance
- View accounts and company-wide assets under management using specialized interfaces
- Set up client records, perform client interviews, as well as track mandates and restrictions with specialized workflow functions
Client Testimonial
“We would have had many more employees in our back office today if we had not implemented this system. It has allowed us to improve the overall level of service to our clients because information is now readily available in one central place.”
Franca DeBartolo
Vice President
Burgundy Asset Management