Track leads, manage client servicing, engage partners, and handle reminders and communication workflows. The operational bridge between sales, support, and retention.
A focused set of capabilities designed for real workflows in real financial businesses.
Multi-stage tracking from prospect to active client with ownership rules and team handoffs.
Tickets, queries, and service requests routed to the right team with SLA tracking.
Sub-broker, RM, and channel partner workflows with performance tracking.
Configurable reminders, follow-up tasks, and escalation rules.
Email, SMS, call, and meeting logs linked to each client record.
Pipeline analytics, conversion funnels, and team productivity dashboards.
Track prospects through onboarding to active client. Ownership, reminders, and SLA tracking are built in — not bolted on.
Every client query becomes a tracked ticket with SLA, ownership, and escalation. Your support team always knows what's next.
Connects with the systems and partners your firm already uses
Book a 30-minute demo with our product team and we'll walk you through how CRM for Brokers & Wealth Firms fits into your business.