Capital Base Wealth Management & Trust Software
The Most Comprehensive
Wealth Management
Front Office Software
• Customer Relationship Management (CRM)
• Trust Account Compliance Workflows
• Wealth Management Sales & Service Workflows
• Enterprise Referral Management
• Accounting System Integration
All baked into one system or integrated with others!
Already have a CRM?
(That's Ok)
1. CapitalBase can convert your existing CRM!
OR
2. Our Account Workflows & Onboarding can integrate with your existing CRM!
Serving Financial Institutions
since 2004
• Bank Trust Departments
• Trust Companies
• Family Offices
• Foundations
• Other Financial Institutions
Deep Workflows for Wealth Management
• Admin & Reg 9 Reviews
• Client & Account Onboarding
• Compliance Workflows
• Incentive Management
• and much more
Flexible, Swift, Custom
Configurations
• Built on Java Technologies for Ultimate Flexibility
• Phased Implementations - No Consultants Needed
• No Installation Needed - Completely Thin-Client
• Unlimited Configurations!
Modules Specific to
Wealth Management
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Wealth Management CRM
Robust, Wealth Management CRM capabilities to manage and analyze customer interactions with the goal of improving relationships with clients and COIs, assisting in client retention and driving sales growth.
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Trust Account Workflows
From Admin & Reg 9 Reviews to Client Due Diligence/KYC/AML Scoring, CapitalBase has workflows to simplify compliance execution and quickly implement new procedures.
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Sales Workflows
Full life-cycle Wealth Management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.
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Enterprise Referrals
Break down the bank silos that still exist by making it easy to create, route and close referrals, increasing cross-selling results across the whole bank.