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CRM

Features

CRM W Icon-01

CRM - all-in

Securely store, access, and manage your client's info. All your essential tools are now in a single, digital, integrated online CRM platform.

CRM-All-in

Client Overview

View all your client's essential info in a single dashboard. From client & partner information to their WealthMap, tasks, meetings & services.

CRM-All-in

Advice lifecycle

Keeping tabs on your clients couldn’t be easier.

With a.i.’s Advice Lifecycle, you can track them automatically at every stage of your advice process, from initial inquiry through to ongoing advice.

CRM-Advice-lifecycle

Service packages & revenue

Ongoing service arrangements that take care of themselves. Save time and track your FDS & opt-in obligations without the admin. You can also link your revenue data.

CRM-Service-packages

Digital Fact find

Capturing client fact-find information couldn’t be easier. Forget paperwork, with a.i., the fact-finding process has been transformed into a digital experience, both easy and engaging. 

CRM-Fact-find

Campaigns

Keep your clients up to date with the latest news and events. From generating leads, to nurture programs and newsletters.

CRM-Email-template

Workflows & tasks

Flexible, automated workflow & collaboration tools help you operate more efficiently. Choose our built-in workflows, or customise your own.

CRM-Workflows

Home dashboard

Get real-time analytics that keeps you proactive and on top of your practice. With a.i.'s Home Dashboard you can track everything.

CRM-Home-dashboard