Empower financial advisors with cloud-based CRM solutions that deliver 360-degree customer views, portfolio tracking, referral management, and integrated financial planning—without enterprise costs.
Increase in Cross-Sell Rates
Improvement in Productivity
More Qualified Referrals
Cloud CRM Solutions
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Financial advisors, insurance agents, financial planners, and wealth managers face unique challenges that generic CRM systems cannot address.
Traditional solutions lack the specialized features needed to manage complex client portfolios, track household relationships, monitor investment risk profiles, and identify cross-sell opportunities across multiple financial products.
Salesboom's web-based Financial CRM Software delivers industry-specific wealth management capabilities to medium and small businesses without the usual high implementation and customization costs associated with enterprise financial services software solutions.
Salesboom Cloud Financial CRM Software Wealth Management CRM Solution (Enterprise Edition) is the only on-demand, web-based financial services and wealth management software available to medium and small businesses without enterprise-level costs.
Enable advisors to deeply understand customers' financial goals through comprehensive relationship management capabilities.
These capabilities provide agents with everything they need to efficiently and effectively engage customers with cross-sell and up-sell offers that make sense and strengthen long-term relationships.
The wealth management CRM enables financial firms to dramatically improve marketing effectiveness through enhanced customer value-driven segmentation and precise campaign targeting.
By leveraging comprehensive client data and analytics, firms can increase marketing ROI while reducing wasted spend on poorly targeted campaigns.
Financial advisors require specialized tools to manage the complexity of modern wealth management. Salesboom's CRM delivers sophisticated portfolio tracking and household management capabilities.
The system provides consolidated book of business tracking at both the household level and individual contact level. Advisors can view complete portfolio information, track investment performance, monitor asset allocation, and access integrated market data services—all within a single platform.
This consolidated view enables advisors to quickly understand client positions and identify portfolio gaps that represent cross-sell opportunities.
Wealth management often involves entire families, not just individual clients. Our household management capabilities provide a single household view that tracks financial and investment risk profiles across all family members.
Advisors can see consolidated portfolios, leads, opportunities, notes, and tasks for all contacts in the household, enabling them to identify family-wide planning opportunities and deliver coordinated service across generations.
The CRM creates consolidated household profiles that link related contacts, accounts, and portfolios. This enables advisors to understand total household wealth, track multi-generational relationships, identify estate planning opportunities, and deliver family-focused financial strategies.
These capabilities increase overall wallet share and strengthen multi-generational loyalty across your client base.
Client referrals represent the highest-quality leads for financial advisors, yet most firms lack systematic referral tracking.
Salesboom's referral management system captures, tracks, and optimizes your referral network to drive predictable growth.
By systematizing referral management, financial advisors transform word-of-mouth growth from unpredictable to systematic, significantly increasing new client acquisition while reducing marketing costs.
We built our web-based CRM software from the ground up to maximize the significant advantages that hosted software provides.
Optimal performance and cost efficiency with cloud architecture specifically designed for financial services workflows.
Encryption, regular audits, and compliance certifications protect sensitive client financial data.
Redundant infrastructure and disaster recovery ensure your CRM is always available when you need it.
Point-in-time recovery capabilities protect your valuable client data from loss.
Access from any device, anywhere—perfect for advisors who need information on the go.
Integration with financial planning tools, portfolio management systems, and market data providers.
Protect sensitive client financial data with granular access controls and permissions.
Complete audit trails for regulatory compliance and internal governance requirements.
Salesboom delivers unique advantages specifically designed for the wealth management industry.
Get specialized wealth management features—portfolio tracking, household management, referral systems—without the six-figure implementation costs of enterprise financial CRM platforms.
Comprehensive features built specifically for financial advisors, insurance agents, and wealth managers—not generic CRM adapted for financial services.
Deploy in days with minimal training, versus months or years required by conventional CRM providers—start seeing ROI immediately.
Month-to-month pricing with no vendor lock-in gives you flexibility and ensures we continuously earn your business.
Audit trails, security controls, and data governance features designed to meet financial services regulatory requirements.
Simple per-user pricing with no hidden fees, no surprise upgrade costs, and no mandatory annual increases.
Financial advisory firms using Salesboom's Wealth Management CRM achieve measurable improvements across key performance indicators.
Increase in cross-sell and up-sell conversion rates through systematic opportunity identification
Improvement in advisor productivity by eliminating administrative tasks and providing single-screen client access
Reduction in client churn through proactive relationship management and risk-based alerts
Increase in qualified referrals captured and converted through systematic referral tracking
Faster response times to client inquiries through consolidated information access
Improvement in marketing ROI through better segmentation and targeting
Reduction in time spent on administrative tasks and data entry
Complete visibility into book of business performance for management oversight
These results demonstrate the tangible value of implementing specialized wealth management CRM versus generic contact management solutions or manual processes.
Industry-specific CRM built for financial advisors who want to increase wallet share, boost productivity, and deliver exceptional client service.
Consolidated book of business tracking with complete portfolio visibility and investment performance monitoring.
Track multi-generational families with consolidated household profiles and relationship mapping.
Systematic referral management that transforms word-of-mouth into predictable growth.
Identify and track cross-sell and up-sell opportunities across your entire client base.
Segment and target clients based on portfolio value, preferences, and life stage for maximum ROI.
Two decades of cloud CRM innovation trusted by financial advisors worldwide.
Experience the power of specialized financial services CRM with a free 30-day trial. See how Salesboom helps financial advisors increase wallet share, boost productivity, and deliver exceptional client service—without enterprise costs.
Salesboom's cloud-based Wealth Management CRM Software delivers industry-specific financial services solutions to help advisors increase customer wallet share, improve productivity, and deliver world-class service. Our on-demand platform provides comprehensive portfolio tracking, household management, referral tracking, and integrated financial planning tools without enterprise-level costs. Trusted by financial advisors worldwide, Salesboom enables rapid deployment, transparent pricing, and measurable results for medium and small wealth management firms.
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