Household and client profiles
Household and client profiles is included as part of the published app starting point.
Banking & FinTech template
Wealth Advisory CRM ready
Wealth Advisory CRM gives advisory teams a workspace for households, clients, portfolios, opportunities, advisor tasks, compliance follow-ups, and relationship reviews.
Banking & FinTechWealth Advisory CRM
01
Household and client profilesHousehold and client profiles is included as part of the published app starting point.
02
Portfolio relationship trackingPortfolio relationship tracking is included as part of the published app starting point.
03
Opportunity pipelineOpportunity pipeline is included as part of the published app starting point.
04
Advisor task managementAdvisor task management is included as part of the published app starting point.
05
Compliance follow-upsCompliance follow-ups is included as part of the published app starting point.
06
Review schedulingReview scheduling is included as part of the published app starting point.
Wealth Advisory CRM at a glance.
- Connected tables
- 14Tables included in the app
- Configured fields
- 244Configured across the schema
- Seeded tables
- 13Tables with starting records
- Workflow starters
- 1Workflow starting points
- Ready reports
- 4Analytics and summaries
- Suggested roles
- 4Suggested roles and scopes
The teams that need this app.
Every role starts from the same installed system.
Daily teams
Run Wealth Advisory CRM with the tables and views needed for repeated operational work.
Approvals and visibility
Track exceptions, review work, and keep the team aligned from a shared workspace.
Ready to extend
Start from a real app structure, then adapt fields, screens, Proto workflows, and reports.
What’s inside.
These are the app surfaces the installed workspace starts with.
Portfolio relationship tracking
Portfolio relationship tracking is included as part of the published app starting point.
Opportunity pipeline
Opportunity pipeline is included as part of the published app starting point.
Advisor task management
Advisor task management is included as part of the published app starting point.
Compliance follow-ups
Compliance follow-ups is included as part of the published app starting point.
Review scheduling
Review scheduling is included as part of the published app starting point.
Structured enough to grow with the team.
Start quickly without blocking the path to production operations.
Multi-user by default
Use roles and workspace permissions to let different teams operate from the same app.
Structured records
Data lives in typed tables with views, forms, references, and audit-friendly history.
Workflow-ready
Proto workflows can be connected to the schema and adapted after install.
API-accessible
Use the app through UI workflows or API surfaces as your implementation matures.
What you get
Views, records, and workflow controls.
The public page preview uses the same structure as the production product pages.
See the live workspace01
Operational dashboardTrack active work, exceptions, owners, and recent activity from the same workspace.
02
Core recordsWork from filtered, grouped, and role-aware table views instead of static templates.
03
Workflow controlUse Proto to model the real process around the data after installation.
Workflow handoff
The process lives beside the data.
Install the app, then shape the workflow around how the business actually runs.
Open the workspace- 01Install the appCreate a new app in your workspace from the published catalog copy.
- 02Review the schemaStart with 14 tables and the included relationships, forms, and views.
- 03Adapt the workflowUpdate fields, Proto workflows, permissions, and reports around the process you actually run.
- 04Invite the teamBring users into the workspace and operate from the same app instead of a disconnected spreadsheet stack.
Operational assistance
Assistants that work inside the app.
Use AI as an operating layer over the same records your team uses.
Data steward
Checks incomplete records, highlights stale work, and keeps the app ready for action.
Workflow runner
Uses Proto workflows and app data to move routine steps forward with an audit trail.
Reporting helper
Turns operational data into summaries that managers can review without exporting the app.
Blank setup vs a published app.
Start from a working system instead of a blank canvas.
ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.
Install, adapt, operate, scale.
A practical rollout path from first click to real team usage.
- Day 1Install
Create the app, inspect the included schema, and open the first records.
- Week 1Adapt
Rename fields, add missing views, and connect the first Proto workflow.
- Month 1Operate
Move real work through the app and refine reports from production usage.
- Quarter 1Scale
Invite more teams, connect APIs, and standardize the operating model.
Workspace-safe by design.
The catalog app is a source. Your install is a separate app copy.
App copy isolation
Install creates a separate app for your workspace rather than editing the catalog source.
Audit-ready changes
Records, schema changes, and workflow actions stay tied to your workspace history.
Open extension path
Start from the catalog app, then connect APIs, Proto workflows, reports, and team-specific screens.
Common questions.
What gets installed with Wealth Advisory CRM?
The published app copy is installed into your workspace with its schema, views, forms, and configured starting data according to the publication settings.
Can I change the app after installing it?
Yes. The installed app is yours to edit. You can change tables, fields, views, permissions, workflows, and reports.
Wealth Advisory CRM
Install the published starting point. Adapt it to your operating model.
Wealth Advisory CRM gives advisory teams a workspace for households, clients, portfolios, opportunities, advisor tasks, compliance follow-ups, and relationship reviews.