Engage. Retain. Deliver.
Transforming client engagement for wealth managers and private banks.
Focus:wealth simplifies, streamlines and automates business processes to let wealth management teams, intermediaries and consumers focus on accomplishing their goals with the minimum of effort.
It has been built with Wealth Managers in mind. Focusing on creating the highest standard in the client experience and supported by the most extensive end-to-end capability in the UK’s advice market place.
Features & functionality
- Manage clients from prospect, through to take on and into ongoing relationship management
- Record and manage interested party relationships
- Create personalised suitability letters
- Fully auditable with comprehensive MI & management reporting
- Tailor communications at individual client level
- Design and manage your own workflows
- Highly configurable
- Multi layered hierarchy
- Document management & storage
- Client portal with access for individuals and interested parties
- Cutting-edge digital experience for you & your clients
- Personalised journey with our customised client portal
- One holistic view of your client with our financial planning and portfolio management capabilities
- Single source workflow: simplifies and streamlines your business processes
- Identify and engage with potential clients with ease
- We’re experts at integration, easily integrating with your existing systems