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- Wealth Advisory CRM
- Who it's for
- Multi-entity advisory teams
Multi-entity advisory teams
An advisory group working across legal or operating entities needs a clear answer to which organization owns a household relationship. Wealth Advisory CRM connects accounts, opportunities and team membership to that organization. Sales Manager reviews the authorized book while App Administrator maintains the membership and operating context used by the team.
How Wealth Advisory CRM is set up for you
Account identity across entities
A household name may appear in more than one operating context. Use the account code within its organization and check the counterparty before adding an opportunity. Keep the evidence attached to the actual relationship being worked.
Dates people can interpret
Organizations and team members carry time zones. Agree how review due dates and expected close dates are interpreted when advisors work in different locations, then rehearse the same case with each responsible person.
Comparable business values
The organization has its own currency setting, while expected opportunity value and imported assets under review use USD. Agree the source and meaning of those amounts before comparing the open book across entities.
Scoped review
Sales Manager needs the submitted assessment and supporting evidence for the authorized organization. Auditor should be able to follow the resulting decision without gaining unrelated access through an attachment or receipt.
An advisory group working across legal or operating entities needs a clear answer to which organization owns a household relationship. Wealth Advisory CRM connects accounts, opportunities and team membership to that organization. Sales Manager reviews the authorized book while App Administrator maintains the membership and operating context used by the team.
Pilot an advisory organization with a known set of household accounts and clearly mapped team members. Rehearse qualification, a household review and a customer outcome using ordinary role accounts. Repeat access checks from another organization and verify that references cannot cross the intended boundary through an action or a document link.
Use the first cycle to settle the account matching convention and USD value definition. Then introduce the next organization's records using the same import order and a separately reviewed access scope. Keep a named App Administrator responsible for membership changes and a Sales Manager responsible for unresolved action evidence in each operating context.
Features to start with
Firm and Household Accounts
Give each household a stable account and keep its advisory work inside the right firm.
Advisory Pipeline
Work an advisory opportunity through qualification, proposal and a supported customer outcome.
Household Reviews
Bring the household assessment to an independent reviewer with its supporting relationship evidence.
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.
- Admin
- Maintains platform user access and controlled configuration, without independent household-review authority.
Set up Wealth Advisory CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.