at Financial Technnology Year
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Salentica Data Broker from Salentica
CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth management with AUM tracking, client household management, workflow automation, document management, and integration with portfolio management systems. Includes compliance and audit trail features.
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems
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Client Data Management
(0 Yes /0 Known /12 Possible features)
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
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Data Encryption Secure encryption of client data both at rest and in transit. |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
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Timestamped Records Automatic recording of when client data is added or modified. |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
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Data Backup Frequency How often client data is backed up. |
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Compliance & Security
(0 Yes /0 Known /11 Possible features)
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
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Access Log Retention Length of time access logs are stored. |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
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Data Masking Sensitive information is masked from non-authorized users. |
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User Session Timeout Automatic logout after a period of inactivity. |
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IP Whitelisting Restrict platform access to specified IP addresses. |
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Workflow Automation & Task Management
(0 Yes /0 Known /11 Possible features)
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
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Communication & Engagement
(0 Yes /0 Known /11 Possible features)
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Email Integration Send and receive client emails from within the CRM. |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
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Call Logging Record call notes and attach to client records. |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
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Document E-signature Facilitate secure electronic document signing within the platform. |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
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Communication Archiving Retention and searchability of all historical communications. |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
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Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
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Report Builder Interactive tools to design, customize, and generate reports. |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
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Real-Time Data Updates Reports are refreshed with live data. |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
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Report Retention Period How long generated reports are stored and accessible. |
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Integration & API
(0 Yes /0 Known /10 Possible features)
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
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Webhooks Support Support for webhooks to react to real-time data and events. |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
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Integration Capacity Number of simultaneous third-party integrations supported. |
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Integration Setup Time Average setup time for connecting a new integration. |
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Onboarding & Client Portal
(0 Yes /0 Known /10 Possible features)
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
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Portal Customization Ability to brand and customize the client portal experience. |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
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Portal User Capacity Maximum number of concurrent client portal users. |
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Multilingual Support Portal available in multiple languages. |
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Mobile & Accessibility
(0 Yes /0 Known /10 Possible features)
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
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Push Notifications Send real-time push notifications to mobile devices. |
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Offline Access Some CRM functions are available without an internet connection. |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
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Device Support Number of device operating systems/browsers supported. |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
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Mobile App Store Ratings Average user rating on major app stores. |
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Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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Average Response Time Typical time for system to respond to user actions. |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
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Data Throughput Amount of data processed per second. |
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Database Scaling Support for scaling databases vertically or horizontally. |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
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Latency under Load System latency when processing maximum intended workload. |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
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User Experience & Customization
(0 Yes /0 Known /10 Possible features)
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
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White Labeling Custom branding for both internal and client-facing modules. |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
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Multiple Language Support User interface is available in several languages. |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
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Theme Customization Choose or define custom color schemes and layouts. |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
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User Training Time Average time required to train new users to proficiency. |
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Support & Vendor Reliability
(0 Yes /0 Known /10 Possible features)
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24/7 Technical Support Access to technical support at all times. |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
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Product Roadmap Visibility Customers can view future product development plans. |
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Community Forum Peer-to-peer user community for advice and best practices. |
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Onboarding Assistance Hands-on help during implementation and data migration. |
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System Status Dashboard Real-time system health and incident reporting. |
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Multi-language Support Center Support assistance is available in different languages. |
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Average Support Response Time Typical time to first response from support. |
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