WealthStation Client Management

WealthStation Client Management is an extension of client profiling that allows the data captured on each client to be broader than ever before, and places the client at the heart of your processes. Beyond client name, address and other basic contact information, you can assemble information on dependents, beneficiaries and other types of household relationships. WealthStation’s householding ability links accounts, clients and relationships for you. For example, client assets, including held-away, tie directly to the client record, so you can easily establish account relationships. Its distinctive householding capabilities make WealthStation “ambicentric” — support of workflows for either single or multiple account views across households and clients — helping you to stay better informed, more responsive and more productive.

Features

  • View, sort and report on your entire list of clients
  • Drill down into individual client’s accounts and portfolios
  • Set up alerts by client, account or holding
  • Set up relationships and householding information by client or by account
  • Gain easy access to client contact information through tab snapshots or search functions
  • Establish client-specific investment policy statements and other custom parameters and guidance to help assure you meet client needs and expectations
  • Comprehensive, versatile handling and presentation of client information that helps fulfill your need for clarity and increased focus on your clients and their needs

Benefits

  • Combines client profiling and data with tools to help simplify and streamline day-to-day activities
  • Comprehensive, versatile handling and presentation of client information helps fulfill your need for clarity and increased focus on your clients and their needs
  • Allows you take a client from an initial profiling interview all the way through to the account opening process and beyond, helping you deliver ongoing service excellence
  • Provides the tools to help you to be productive, while introducing a flexible platform for wealth management that can grow as the business grows
  • Integrates your data and makes it available across WealthStation’s full spectrum of tools and capabilities, and it can flow easily to back-office systems to help minimize duplication and data errors
  • Other advisors can be given access to your client information, enabling open collaboration and teamwork

Brochures & Datasheets

Related Products & Services

  • WealthStation

    An integrated wealth management platform for client management, data aggregation, financial planning, investment management, asset allocation, trading, rebalancing and reporting.