A real CRM for wealth managers, not another generic sales tool.
A powerful client manager built for how advisors really work. Define the client types you actually have, track every interaction, and always know what's next.
Wilson Family Group
3 associated entitiesA client can be more than just a household.
The same family can have a household, a company, and a trust, all at the same time. A Client Group links them together. Open it once and you see everyone in the family, and everything you do for them: notes, tasks, documents, plans, and trades.
Client GroupFamilies and business owners
HouseholdFamilies and individuals
CorporationHoldcos and opcos
TrustTrusts and other entities
Group record, one timeline
Meeting notes
Snapshots & KYC
Tasks & actions
Vault documents
Portfolio Shift
Wealth Path
Client GroupFamilies and business owners
HouseholdFamilies and individuals
CorporationHoldcos and opcos
TrustTrusts and other entities
Group record, one timeline
Meeting notes
Snapshots & KYC
Tasks & actions
Vault documents
Portfolio Shift
Wealth Path
You decide who sees what.
Give each teammate a role, set what they can do, and choose which clients they can open. Owners and admins see every client.
Team Member Access Control
MR
Maria RodriguezMemberWorks the clients you grant.
What they can do in the TerminalLimited access
Off limits1 client
Wilson Trust
Everything about every client, shared by the team.
Anyone on the team can open a client and see exactly where everything stands, without asking around or hunting for the latest version.
Everything in one placeNotes, tasks, files, plans, and trades for a client all sit in one place. Open it and you're caught up.
The whole team sees itEveryone works from the same record. Nothing gets stuck in someone's inbox or in one person's head.
Always currentThe record updates as people work. What you see is what's true right now.