Wealth Management Client service
Investor requests and reporting handled from one adviser workspace
How a wealth manager gave advisers one workspace for mandates, investor requests, documents and reporting, with investors seeing the same status.
The starting point
A client has advisers serving investors across several mandates. Withdrawal requests, mandate changes and document updates arrived by email and phone, reports were assembled by hand, and investors had no way to see where a request stood.
What they needed
- One view of each investor's mandates and requests
- Requests that route to the right adviser and approver
- Reports assembled from live data
- The same status for the investor and the adviser
What FYNXT delivered
FYNXT set up an adviser workspace in Financial CRM. Every mandate, request and document sits on the investor record, requests route to the right adviser and approver, reports draw on live data, and investors follow the same status in their portal.
What changed
- Every request has an owner and a status
- Reports come from live data
- Investors and advisers see the same picture
- Portfolio & investment
Pooled strategies without month-end spreadsheets
PAMM / Copy Trading · Client experienceRead the use case - Onboarding & compliance
Suitability built into the investor journey
Digital Onboarding · Financial CRMRead the use case - Partners & introducers
Introducers paid on the fees their investors generate
Incentive Management · PAMM / Copy TradingRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.