Tangible Performance Benefits for Wealth Management firms with Microsoft Dynamics CRMPowered by Microsoft Dynamics CRM, AbleBridge Wealth Management provides wealth advisors, family offices, and private and institutional wealth management firms with rich information about every client. And with greater insight into your client relationships you have a greater ability to proactively offer services and products custom tailored to individual needs and preferences. Microsoft Dynamics CRM is Microsoft’s flexible, easy-to-use CRM solution that over one million users have adopted as their CRM platform. AbleBridge leverages this powerful platform and designed custom elements specifically for wealth management firms allowing for effective client management, workflows to streamline business operations, and flexible portfolio management for better visibility into their most valuable asset – the client relationship.
Customer Quote“We looked at three companies for our CRM selection and implementation. AbleBridge was the only company that understood our requirements and could clearly demonstrate the value a new system would have for our business.” Elm Street Financial | Holistic View of Client Information- Quickly view client information from a global perspective with intuitive drill-down capabilities into product, historical client interactions and service details.
- Client segmentation of individuals, families and organizations with actively managed portfolio accounts.
- Integrated sales, marketing and client support so portfolio managers, account managers and financial advisors have a holistic view of all outbound and inbound client touches across the firm
- Manage relationships between related individuals for a holistic cross-generational family tree view.
Leverage the Power of the Platform- Improve operational efficiency and simplify cross-team collaboration by managing information around the client relationships that matter most to your firm - in one, familiar and intuitive system.
- Leverage existing investments in Microsoft technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
- Implement client management workflows that eliminate time consuming administrative tasks.
- Easily and securely access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection
Effective Client Management- Manage external client relationships with accountants, legal counsel and advisors
- Manage associated legal instruments and related sub-documents
- Use auditing and field level security for regulatory compliance and client information privacy
Streamline Portfolio Management- Real-time integration with 3rd party portfolio management systems allow for updated client and portfolio information
- View dashboard summary of portfolio information, asset allocation and reporting for a quick snapshot of each client’s portfolio account details
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