Deliver scalable advice
Manage your business, manage your advice process with WealthCraft CRM and financial planning suite.
Increase relationship manager productivity
All you need to achieve scale in your business.
- Pre-populated documents
- Workflows and task management
- Business units and teams
With everything in one place it's easy to know your client.
- Central repository of client data
- Document management
- Audit log of client relationship
- Integrated investor portal
- Client access controlled by you
We use Oxford Risk as our fully integrated risk profile solution (or you can implement your own).
- Large foundation of market data feeds
- Portfolio valuation services
- Product catalog and research
- Portfolio recommendations and switching
- Advice documents
Enhance your brand
Powerful e-marketing and communication
- Segment clients and save as groups
- Store marketing materials
- Create newsletter templates
- Communicate easily with Quick Campaigns
- Track results with marketing analysis
- Simple to use mail merge and reporting
Run own-branded reports across your business
- Business information
- Portfolio performance
- Client relationship logs
- Commission/fees tracking
- and more...