An all-in-one CRM & client portal solution

My Wealth

My Wealth is designed for Wealth Management Companies and Financial Advice Firms who need a complete Customer Relationship Management (CRM) solution and a Client Portal Solution!

There are a number of important reasons why My Wealth can help your organisation. It is fact that digitally mature organisations perform better. By engaging your clients digitally, you can ensure that their customer experience is consistent, accurate and timely.

My Wealth helps to …

  • Capture and classify greater volumes of first contact client data
  • Increase client engagement through data ownership and data verification
  • Route client interaction through multiple processes more effectively
  • Ensure client data accuracy and reduce manual human handling
  • Systematically track documents and data from first creation to final archive
  • Support compliance management and compliance reporting
  • Provide opportunities for developing a holistic client relationship
  • Promote your brand to clients via a white-labelled customer portal

My Wealth provides business owners with a bird’s eye view of data and client engagement, right across an entire organisation. Because the financial services industry is information-intensive, My Wealth automates real-time adviser and customer interactions.

My Wealth Sign up

Once you have decided to go ahead, we can install & configure a My Wealth installation in 3 days (depending upon demand). To get started, choose the tier below that most fits your needs, and complete the signup process.

* Payments are processed by Evolving People LTD (Company No. 7810032).
Direct Debits are provisioned using GoCardless LTD and payable monthly for each tier.
** Setup Fee £950 GBP payable by invoice.