WealthCore CRM – Custom Client Portfolio & Investment Pipeline
Tailored wealth management CRM streamlining investor onboarding & portfolio tracking
Visit live project →ClientWealthCore Private Wealth
IndustryFinance & Fintech
Year2026
Duration10 weeks
Challenge & Solution
The Challenge
Advisors used fragmented spreadsheets to manage ultra-high-net-worth client accounts, risking compliance breaches and slow client communications.
Our Solution
Architected a custom CRM platform featuring automated KYC verification, real-time multi-asset portfolio dashboards, and secure document vaults.
CRM Build Details
CRM platformCustom built
Team members onboarded35
Data migrated25,000 investor profiles
Modules delivered
- Client Onboarding & KYC Pipeline
- Multi-Asset Portfolio Tracker
- Automated Compliance Audit Trail
- Interactive Wealth Advisory Dashboard
Automations
- Lead Intake -> Auto-assign to certified financial advisor
- KYC Expiry -> Trigger client re-verification notification
- Quarterly Review -> Generate portfolio overview PDF and schedule Zoom call
Integrations
Our Process
1
Compliance Mapping
Audited SEC regulatory guidelines and KYC requirements
2
Data Modeling
Designed relational schemas for multi-currency asset holding accounts
3
Custom Dashboard Build
Created responsive advisor interfaces with live chart analytics
4
Enterprise Integration
Connected Plaid banking feeds and DocuSign signature capture
Results
14 hrsSaved per advisor every week
3xFaster investor onboarding time
100%SEC compliance audit readiness
Tools & Technologies
“WealthCore CRM gave our advisors hours back each day while ensuring our compliance audits pass with flying colors.”Jonathan Hastings, CEO - WealthCore