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CRM for Wealth Management Companies

Wealth management firms are often observed dealing with their own unique set of challenges. It includes looking for possible leads/customers, improving service quality, minimizing errors, growing business, accounting and being compliant.

Enterprise management system for wealth and financial management helps you plan, execute and manage the investments of your clients. Manage mortgage brokers, planners, advisors, investors and similar profiles with our CRM Software for wealth management.

ERP for Wealth Management

Wealth management CRM

  • Data collection
  • Consolidated operations
  • Real – time reports
  • Improved portfolio handling
  • 360 degree view of transactions
  • Enriched analytics
  • Intensified and streamlined workflow
  • Easy access to client related information
  • Compliance
  • Improved productivity
  • Better customer relations

Sage CRM allows you to perform any critical task with ease and makes it a piece of cake for your financial team to function at their optimum best. Sage Software Solutions provide industry specific CRM for SMEs and enterprises in India.

For more information on our wealth management CRM software, SMS SAGE to 56767 or contact us here. You can also drop us a mail at sales(at) for a FREE demo.

CRM for Wealth Management

CRM for Services

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