Integrated Client Relationship and Wealth Management System
Find all of your key client data in one place
You have a lot of powerful data scattered throughout your Portfolio Management files and other systems that only a few people can access. With PureWealth that information is leveraged and organized for the benefit of all. Share your information with everyone in your organization to enhance efficiencies. Integrate client and relationship information with portfolio data from your back-office system. Quickly access detailed information using PureWealth's powerful search interface.
PureWealth allows you to create a rich centralized repository of client data.
- Ensure knowledge is shared and accessible to all staff
- Leverage the robust security access rights to control who can see or update what information
- Save time currently wasted hunting down information and switching between multiple systems
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