Company
OneWealthPlace
Category
Digital ChannelsClient Communication ManagementDigital Onboarding
Released
18 May 2020

AirWealth: The augmented CRM and Client Portal for Wealth Managers

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About the partnership

AirWealth is the NextGen CRM and client portal dedicated to Wealth Managers. Thanks to data analytics and a modern user interface, the RM increases its sales effectiveness and operational efficiency while staying compliant. The Client Portal offers digital reporting and interactions capabilities.

Key features

  • Client relationship management
  • Client acquisition & onboarding
  • Client communication & interactions