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- Wealth Advisory CRM
- Who it's for
- Household review teams
Household review teams
An advisory practice may first need a dependable way to bring due household assessments to review. Wealth Advisory CRM gives Relationship Owner a review record tied to the advisory opportunity and gives Sales Manager the submitted content to decide. The work remains close to the household conversation, including the documents and activities that explain the assessment.
How Wealth Advisory CRM is set up for you
A due book with ownership
Household Reviews Due shows unfinished assessments whose due date has arrived. Follow the parent opportunity to identify the responsible Relationship Owner and read the surrounding relationship work before chasing the assessment.
Consistent preparation
Agree how advisors document the household name, imported assets under review in USD and risk profile. The supporting content should let an independent reviewer understand what the advisor considered without a separate verbal explanation.
A reasoned decision
Sales Manager records Approve, Reject or Return against the submitted revision. A clear reason helps the owner correct the assessment and lets Auditor understand the later result.
Completion that can be checked
The approved assessment proceeds to completion through its recorded action. If the result is uncertain, inspect the operation receipt and linked effects before repeating the request or moving to the next case.
An advisory practice may first need a dependable way to bring due household assessments to review. Wealth Advisory CRM gives Relationship Owner a review record tied to the advisory opportunity and gives Sales Manager the submitted content to decide. The work remains close to the household conversation, including the documents and activities that explain the assessment.
Choose a due review with accessible supporting material and an independent Sales Manager available to decide. Rehearse the ordinary approval path, then use a fictional case whose attachment concerns the wrong household. Have the reviewer explain the rejection and the owner prepare the correction. Confirm that a change of revision invalidates an attempt to reuse an older decision.
Use the pilot to agree what the reviewer expects in the risk profile and which assets source supports the snapshot. Keep that source's ownership clear during setup. Once the team can follow preparation, decision and completion from the retained records, extend the same review routine to the next due households.
Features to start with
Household Reviews
Bring the household assessment to an independent reviewer with its supporting relationship evidence.
Advisory Pipeline
Work an advisory opportunity through qualification, proposal and a supported customer outcome.
Review Evidence
Keep supporting documents and independent decisions attached to their advisory opportunity.
Roles on the team
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- App Administrator
- Maintain organization configuration and membership.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
- Auditor
- Read authorized evidence and reports.
Set up Wealth Advisory CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.