Integrated Client Relationship and Wealth Management System
Provide flexible and responsive customer service
PureWealth provides a 360° view of client data that presents information from all perspectives, including accounts, client details family and household details and, customized groupings. Easily access all documents, contacts, and information related to a particular client or prospect including key centres of influence.
Armed with the powerful information that PureWealth consolidates, you will be better able to identify and respond to the unique needs of your clients and prospects to optimize your assessments.
- Employ 360° view of your clients and prospects to optimize your assessments
- Save time while offering better customer service to your clients
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