Integrated Client Relationship and Wealth Management System
Integrate clients’ financial data into your CRM
PureWealth integrates fully with your existing Portfolio Management system. Key data related to accounts, security pricing, exchange rates, transactions, and much more, is automatically synchronized with all major systems.
The PureWealth system integrates with popular office productivity tools such as Microsoft Outlook, Microsoft Excel, and Microsoft Word. PureWealth also ensures that you stay up to date by synchronizing your calendar on your device or Blackberry® devices through Microsoft Exchange.
- Integrates with existing Performance Management systems and custodial systems, e.g. Stat Pro, SS&C, MPower, Harmony, Unitrax, Viewfinder, ISM, and FileCabinet
- Exports to commonly used programs such as MSOutlook, MSWord and MSExcel
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