Integrated Client Relationship and Wealth Management System
Overview
Is your client data scattered across a host of systems and filing cabinets? Are you supplementing your Portfolio Management System with spreadsheets and notepads? Is crucial client information locked away in personal emails and inside the heads of your staff? Take control of your client data with PureWealth.
PureWealth is a CRM system that consolidates your client data and integrates it with your Portfolio Management System to make all of your customer data work to your advantage.
PureWealth is also the keystone of the PureFacts Wealth Management Suite, the comprehensive solution for your Wealth Management business. Along with the PureFacts modules for Portfolio Modeling, Fee Calculation, Performance, and Statements, PureWealth provides wealth management professionals with the framework for improving performance and client service while managing growth.
Key Benefits
- Employ a 360° view of your clients and prospects to optimize your assessments
- Replace your existing CRM with a system that is designed specifically for the industry
- Save time while offering better customer service to your clients
- Interact more effectively with more clients in a single day
- Complete administrative tasks more easily and efficiently
- Access financial and client data from a single point of entry
- Sharpen your team's client management capabilities by equipping them with all the information they need
Features
- Integrates with existing Performance Management 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
- Groups financial information at any level
- Allows KYC (Know-Your-Client) information to be accessed from within PureWealth
- View asset allocation and performance results at any level
- Creates ad hoc reports for clients to show them where they stand right now
- Creates benchmark exception reports
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