Wealth Management
CRM
Sales Workflow
Modules
Trust Account Workflows
Enterprise Referrals
ABOUT US
Software for Financial Services Professionals From Financial Services Professionals
CapitalBase is a financial services software company headquartered in Pittsburgh PA.
We have provided sales & service technology solutions for investment managers, trust providers, private banks, broker/dealers, insurance reps, commercial lending RMs, corporate bankers, retail platform specialists, tellers and other line units for over 13 years.
Firm principals have extensive applied industry experience in the sales and service technology & operations areas of firms including PNC Advisors, Mellon, Federated Investors, MassMutual, PNC Brokerage, SunGard, BlackRock, SunTrust, Wachovia, Northern Trust, Bank of America, Sun Microsystems and Fiserv.
Our clients see significant gains in operating efficiency, cost reduction, staff productivity, process improvement, referral & retention rates, and employee satisfaction.