Sector
Wealth Management
Financial planning, robo-advisory, portfolio rebalancing, client reporting, and trust services for wealth advisors and private banks.
20 articles
How to Implement a Household Rollup (Grouping Accounts) in CRM
Wealth management firms lose sight of what a client is really worth when accounts are not grouped into households.
How to Automate Compliance Archiving of CRM Emails and Messages
Connect your CRM's APIs to automated capture, classification, and retention so no client communication goes unarchived and unretrievable.
What Is a CRM-Based Workflow for Client Offboarding and Archiving?
A structured process that moves client records from active to dormant or closed in a CRM, while preserving the documentation retention rules require.
Comparing Salesforce Financial Services Cloud vs. Microsoft Dynamics 365
Salesforce Financial Services Cloud and Microsoft Dynamics 365 take two different routes to CRM for wealth management. Here they are, side by side.
How to Automate Client Meeting Preparation (Reports, Notes, Tasks)
Pull portfolio data, interaction history, personalized reports, and open tasks automatically a day or two before every client appointment.
What Is Activity Management vs. Relationship Mapping in Financial CRM?
Activity management tracks discrete client interactions; relationship mapping visualizes the family, business, and referral connections between contacts.
7 CRM Integrations Every RIA Needs (Custodian, Portfolio, Planning)
RIAs run client relationships across custodial platforms, portfolio tools, planning software, and compliance databases. CRM integration joins them.
How to Build a Client Onboarding Workflow in a Wealth Management CRM
Map account opening, risk profiling, and investment preferences into one sequential flow with automated compliance checks and document generation.
Wealth Management Digital Transformation — Strategy & Roadmap
The five stages of the digital wealth value chain, the technology architecture behind them, and what advisor enablement actually requires to land.
Streamline Client Onboarding for Private Banks & Wealth Managers
Why onboarding an HNW client takes weeks, what a digital-first target state looks like, and the orchestration and KYC architecture that gets you there.
How to Build a Client Stewardship Reporting Dashboard (Expense Ratios, Performance)
Bring custodian feeds, performance attribution, and expense ratio tracking into one view that shows a client exactly what they are paying for.
How to Automate Client Rebalancing Notifications and Approval Workflows
Drift monitoring triggers, notification templates, and tiered approvals turn rebalancing from an advisor errand into a workflow.
The Data Requirements for Tax-Loss Harvesting Algorithms
Tax-loss harvesting needs five categories of data: holdings, cost basis, market pricing, tax lot detail, and client-specific constraints.
What Is a Virtual Family Office? (Technology Stack Breakdown)
A virtual family office serves UHNW families without dedicated premises or full-time staff, running instead on an assembled technology stack.
How to Handle Fee Billing for Wrap Fee Programs and Separately Managed Accounts
Wrap fee programs and SMAs need tiered rate structures, average daily balance calculations, and prorated billing logic to bill accurately.
Comparing RIA CRM: Activity Management vs. Financial Planning Integration
An activity-management CRM tracks interactions; a planning-integrated CRM embeds goal modeling and portfolio analytics in the client record.
How to Automate Account Opening (DAO) for Trust and Estate Accounts
Trust and estate account opening means collecting documents from several parties, verifying beneficiary relationships, and clearing compliance screening.
7 Client Portal Features That Reduce Service Calls for RIAs
Most client service calls to an RIA cover routine account information, document requests, and portfolio updates — all of which a portal can answer.
What Is Goals-Based Planning vs. Asset Allocation in Wealth Management?
Goals-based planning aligns portfolios with client objectives and horizons; asset allocation optimizes risk and return independent of those goals.
How to Build a Unified Managed Account (UMA) Rebalancing Workflow
UMA rebalancing coordinates aggregation, multi-constraint optimization, and execution across sleeves that overlap in the same securities.