Wealth Tools Overview

Our tools address an array of needs for our clients in personal trust, employee benefits, estates, charities & endowments, private banking, brokerage and insurance. 

The available tools at the left include optional elements like annual account reviews that can be incorporated seamlessly if needed into your existing systems.

Executive Summary

• These tools are built from the best-practices of our clients and provide tremendous cost efficiency as core tools to complement their legacy accounting system.  Data from these systems (accounts, name/address, etc.) is interfaced to provide an array of capabilities.
   
• CapitalBase is designed to support Wealth teams (for example, private banker, brokers, trust advisor and insurance rep) with team messaging, collaboration, call sharing and team-driven scorecard incentive practices.
   
• We support clients that already have a CRM solution -- but who can benefit from leveraging a variety of the CapitalBase.com portal workflow modules.  For example, the account acceptance and incentive comp workflows help to more efficiently manage new account implementation and streamline comp claims, statementing, payout & audit.
   
• The system has been evaluated by the OCC and other regulators as a vital element of our clients' Operations & Compliance strategy.  Many of the best-practices driven by our clients are in response to these evolving obligations.
  

×