Wealth + is a ready to use customizable and extensible solution for Wealth Management.
Based on Microsoft Dynamics CRM, Wealth + has been designed and developed to be integrated to your internal systems and to answer to the particular security and confidentiality rules of the Luxembourg Market.
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A new way to manage your net worth
One of the greatest challenges of the wealth management industry today is to identify client potential. Wealth+ is suitable for wealth managers as well as life insurance experts and private banks, giving them a clear overview of their clients’ potential and allowing them to categorise their profiles.
A one-stop shop
Wealth+ includes all the information about your client relationships, their net worth and assets under management, their risk profile, your onboarding processes, the management of your leads and opportunities, as well as internal and external charges and commissions. The sales model caters to both the B2C (direct sales) and B2B (sales through a partner network) models.
Graphs by family and client group
Apart from a centralised view by client, Wealth+ allows you to create views by family or group.
The solution brings together all the information about each member’s net worth and potential, whilst providing graphs that gather essential data such as portfolio spread and revenue generated for your organisation.
A CRM above all
Since Wealth+ is fully integrated within Microsoft Dynamics CRM, it combines all the customer-oriented functionalities of a CRM with wealth management tools. It adapts to your needs and lets you integrate processes and data models, giving your users the most powerful experience possible.