Wealthtack, a brand of Credent Partners, specializes in financial services consulting and provides a backbone of information that ensures a 360° view of your clients’ affairs.
It has been specifically designed for the UHNW Wealth Manager & investment firms by specialists in CRM solutions for the Financial Services industry.
CRM For The HNW & UHNW Wealth Manager.
Built on the Salesforce® Lightning Platform, out of the box it delivers tools that help meet a broad range of tasks and business processes that the wealth manager has to address. From business development, through to effective on-boarding and compliance management to day-to-day relationship management.
It has a powerful wealth aggregation capability, across all asset classes, that provides instant visibility on client investment positions, real asset valuations , complex asset ownership structures, mandates and mandate roles. It aggregates wealth at the individual client, household, family and family-owned corporate entity level, with a “balance sheet” financial summary at each level.
Three Worlds in One.
Real World
The real world of acquiring, managing, and disposing of assets requires effective tracking and management of all aspects of each type of asset, whether a work of art, a jet aircraft, or a piece of real estate. Valuations, financial performance, ownership structures, maintenance, insurance cover, and insurance claims are some of the ways in which wealth tracking helps manage the real world.
Investment World
The world of investing is complex. Identifying investments, suitability matching of investor profiles to the investment risk, compiling risk-screened call lists, tracking recommendations and actual positions dealt. Wealthtack provides you with a set of tools that help manage each stage of the investment process, allowing you to focus on getting the deals done.
Financial World
Client portfolios of traded securities and banking accounts provide the liquidity needed to support both the clients’ lifestyle and investment objectives, and as such clear visibility is needed by the relationship manager. With mandates and mandate roles at the centre of our business model, Wealthtack has the ability to integrate with portfolio management systems and liquid financial accounts are included in the wealth aggregation.
Support of Key Business Processes.
Business Development
Early-stage development of a client relationship with effective management of expense tracking & reporting, business trips and other tools for relationship managers and support staff to communicate effectively.
On-Boarding
Our service deeply integrates the SEAM method with human-centered design principles. We place stakeholders’ relationships at the forefront of the design process while also considering their ecosystem context. We engage directly with users to understand their pain points, aspirations, and contexts, ensuring that our design solutions are intuitive, relevant, and meaningful.
360° Perspective
At each stage in your client relationship, Wealthtack provides 360° clarity on a full range of tasks including client projects & planning, client networks & their advisors and assets & liabilities, in the form of a “balance sheet” financial summary.
Lifestyle Managment
Wealthtack helps take care of lifestyle tasks that your clients might require. Concierge management includes a directory of service types, service providers, actual services supplied and invoice tracking. It also facilitates the tracking of household staff.
Get In Touch
We appreciate your interest in Credent. For specific questions, get in touch with us.