Wealth  Management
CRM


You can convert from an existing CRM system OR have CapitalBase Workflows integrate with your existing CRM.

  • Comprehensive WM-Specific CRM
  • Core Systems Integration
  • Pre-Fills from Core Systems
  • Relationship Management Tools
  • Organization Profiling
  • Relationship Action Planning
  • Communication Plan Metrics
  • Marketing Campaign Management
  • Pipeline Management
  • In-Depth Reporting
  • Business Intelligence Tool
  • Executive & Individual Dashboards
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