Wealth Management CRM That Grows With You

Streamline client relationships, automate compliance workflows, and manage portfolios with intelligent insights—all in one comprehensive platform designed for financial advisors and wealth managers.

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Portfolio Value $4.2M John Anderson Wealth Manager Sarah Mitchell Portfolio Review Active Clients 1,247 AUM $2.1B Tasks Due 24

Comprehensive CRM Features

Everything you need to manage client relationships, portfolios, and compliance in one powerful platform

Client Relationship Management

Centralize all client information with 360-degree visibility into relationships, communications, and portfolio details.

  • Complete client profiles
  • Relationship tracking
  • Communication history
  • Document management

Portfolio Management

Monitor and manage client portfolios with real-time performance tracking and automated rebalancing alerts.

  • Real-time portfolio tracking
  • Performance analytics
  • Asset allocation views
  • Rebalancing workflows

Compliance & Workflows

Automate compliance workflows with built-in approval processes, audit trails, and regulatory reporting.

  • Automated approval workflows
  • Audit trail tracking
  • Regulatory reporting
  • Document compliance
$$$

Cash Flow Management

Streamline cash workflows with automated processing, approval chains, and integrated transaction management.

  • Automated cash flows
  • Payment processing
  • Transaction tracking
  • Reconciliation tools

Reporting & Analytics

Generate comprehensive reports with customizable dashboards and actionable insights for better decision-making.

  • Custom report builder
  • Interactive dashboards
  • Performance metrics
  • Export capabilities

Integration Hub

Seamlessly connect with custodians, trading platforms, and third-party applications via robust APIs.

  • Custodian integrations
  • Trading platform sync
  • Third-party APIs
  • Data aggregation
Client Onboard Portfolio Setup Active Manage Compliance Check Report Generate Review & Optimize Automation Engine

Transform Your Wealth Management Operations

CapitalBase Reports partnering with First Citizens Bank can streamline every aspect of wealth management, from client acquisition to ongoing portfolio servicing, enabling you to focus on what matters most—building lasting client relationships.

  • Reduce administrative time by up to 60% with automated workflows
  • Ensure 100% compliance with built-in regulatory controls
  • Increase AUM visibility across all portfolios in real-time
  • Scale operations efficiently without adding staff
  • Improve client satisfaction with faster response times
  • Centralize data from multiple custodians and platforms
$250B+
Assets Under Management
5,000+
Financial Advisors
99.9%
System Uptime
60%
Time Saved on Admin

Ready to Transform Your Wealth Management?

Discover how Capital Base Reports can streamline your operations, enhance compliance, and help you deliver exceptional client experiences. Our team is ready to show you a personalized demo.

  • SCHEDULE A DEMO See the platform in action with a personalized walkthrough
  • SPEAK WITH AN EXPERT Get answers to your specific questions
  • REQUEST PRICING Find the right plan for your firm

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