PureWealth
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
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
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
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
Gain greater insight into your business and your clients
PureWealth allows you to create and take advantage of a rich centralized repository of client data. Use this raw data to create custom reports without resorting to manual computation or manipulation.
Client and management reporting just got easier.
Our client reporting solution makes preparing top-quality consolidated client statements easier in many ways.
First, our automated solution generates visually appealing reports. The look and feel of the documents are your own and reflect your brand throughout. Second, the graphic layouts allow you to display more data. Finally, you can consolidate information quickly - whether it's from your custodial or your back office system.
Get the data you need. Now.
Our management reporting solution provides you with the kind of data you need to make key strategic decisions based on information such as your firm's total assets under management. This capability allows you to track business objectives and goals, get an accurate, timely view of business performance, and make smarter business decisions.
- Grow your business while keeping your information relevant and timely without increasing your costs
- Integrate front office and back office systems
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