CRM & Workflows

It is inefficient to enter data more than once. Prospect and household data should be set up in a Customer Relationship Management (CRM) system and that data should be ported to the on-boarding and investment policy statement systems once the prospect becomes a client by utilizing appropriate integration.

A CRM system also allows senior management to monitor prospects as they move through the sales pipeline to become clients; such tracking is necessary as advisers have a lengthy sales cycle often measured in years, not months. CRM systems facilitate sales and revenue projections. Managers should efficiently deploy their sales force based on the number of client households serviced and the number of sales opportunities being handled.

Why Choose Us?

The FamilyWealthTMAdvisers platform provides unsurpassed tools and resources to help manage portfolios and streamline the investment process.

The FamilyWealthTM Advisers dedicated service team, along with our state-of-the-art platform provides an all-in-one solution to help  automate the wealth management process and provide a holistic approach to account management.

FamilyWealthTM Advisers technology platform and service team provide the support and resources needed to help clients effectively manage assets.

The team of professionals at FamilyWealthTMAdvisers is dedicated to helping our clients find investing success. Our simple goal of preserving principal while consistently growing capital guides us in our research and investment philosophy.

Start Your Investment Plan


Please fill your details here.