Crowe CRM for Wealth Management

Crowe CRM for Wealth Management is easy-to-use and integrated with the productivity tools advisors already use – like Microsoft® Outlook, Excel, Word and LinkedIn.

Crowe CRM for Wealth Management provides a central platform for client communication, process automation and client insights. Simply put, it helps advisors attract, retain and forge stronger client relationships.

What to Expect from Crowe CRM for Wealth Management:

• Advisor Productivity
Email integration, automated follow-ups, workflows and visibility to centralized information reduces administrative overhead and increases productivity.


• Business Process Automation
Automated alerts and configurable workflows help reduce the time to resolve client inquiries and facilitate more proactive communications.


• Financial Account Management
View financial account information from a global or client perspective. Dashboards and reporting provide further visibility into an advisors’ book of business.


• Increase Profitability
Empower advisors with insights to personalize relationships, predict client needs, and increase sales; allowing advisors to turn relationships into revenue.


• Document Management
Track documents against any record and define security access controls across the firm.


• Fast, Flexible and Easy to Deploy
Get up and running quickly in the Microsoft Cloud. Crowe CRM for Wealth Management’s familiar interface accelerates user adoption and your return on investment.