Wealth Management


Sage Software’s wealth management solutions are crafted specially to help securities and mortgage brokers, insurance agents, financial advisors and other investment planners

Sage ERP and CRM Software for Wealth Management Companies

Sage Software’s wealth management solutions are crafted specially to help securities and mortgage brokers, insurance agents, financial advisors and other investment planners to manage their clients efficiently whilst conforming to the intricate and constantly evolving industry regulations.

 

With all critical information such as those related to risk assessment, financial history and communication served on a single unified platform, Sage Software’s wealth management solution makes it a piece of cake for financial advisors to obtain valuable insights into the preferences and interests of each client.  

 

Sage ERP for Wealth Management at a glance:

 

• Effective portfolio management

• 360-degree view of clients’ liabilities, insurance, assets, etc.

• Consolidated and real-time reports

• Risk analysis

• Cash flow and currency management

 

Sage CRM for Wealth Management:

 

• Instant access to important client information

• Streamlined business processes

• Curb down tedious administrative chores

• Automate standard processes

• Regulatory compliant

• Boost productivity

• Effective team collaboration

 

More Resources

• Wealth Management CRM Software

Wealth Management Software

Industry Solutions

» ERP for Manufacturing
» Trading and Distribution
» Financial Services
» Media and Advertising
» Hospitality
» Real Estate
» Wealth Management
» Apparel and Shoes
» Retail
» Project and Engineering
» Services
» CRM for Manufacturing
» ERP for Healthcare
» CRM for Healthcare
» Providers in Mumbai
» Providers in Delhi NCR
» Providers in Bangalore
» Providers in Chennai
» ERP Providers in Kerala
» ERP providers in Hyderabad
» CRM providers in Kerala
» CRM Providers in Hyderabad
» ERP for Supply Chain Management
» ERP providers in Kolkata
» CRM providers in Kolkata
» ERP providers in Ahmedabad
» CRM providers in Ahmedabad

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