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.
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.