The Ultimate CRM for financial advisers
The Ultimate CRM for financial advisers
The Ultimate CRM for financial advisers
Offer your clients effortless access to their portfolios
Deliver an elite, contemporary client experience that resonates in the digital age.
Tailored for Financial Advisors, Family Offices and Estate Planning Attorneys.
Offer your clients effortless access to their portfolios
Deliver an elite, contemporary client experience that resonates in the digital age.
Tailored for Financial Advisors, Family Offices and Estate Planning Attorneys.
Offer your clients effortless access to their portfolios
Deliver an elite, contemporary client experience that resonates in the digital age.
Tailored for Financial Advisors, Family Offices and Estate Planning Attorneys.
Your customer link initiates here
Your customer link initiates here
Adopted to your calendar
Adopted to your calendar
Wealthiee enables a customer to arrange meetings based on your timetable, showcasing flexibility and accessibility, which enhances your relationship with the client.
Wealthiee enables a customer to arrange meetings based on your timetable, showcasing flexibility and accessibility
When your clients are the central priority
We provide the tools to enhance your connection and rapport with your clients, engaging them at their current stage
Your client Edward
Added an document
2 Apr
10:30
First reminder on Document
Today
14:20
Samuel uploaded Real estate
document: Chen-bourg house.pdf
est
4 Apr
Review and approve document
Approve Document
Get notified when it matters
Get notified when it matters
Get notified in real-time, via Wealthiee or on your mail whenever your client has uploaded an document, so you’ll always know how the state of things are
SMS updates.
SMS updates.
SMS updates.
SMS updates.
Email notifications.
Email notifications.
Email notifications.
Email notifications.
Simplifying consolidation
Lead generating for
Independent
Finanical advisors
Lead generating
for Independent Finanical advisors
Simplifying consolidation
We strive to funnel high quality leads through our different channels, on mobile, web and different landing page, using SEO and SEM cutting edge techniques. Let us focus on getting you business.
with Wealthiee you will get:
Receive enquiries directly from people who view your profile on our directory
Receive enquiries directly from people who view your profile on our directory
Receive enquiries directly from people who view your profile on our directory
Receive enquiries directly from people who view your profile on our directory
Receive further enquiries matched to you based on suitability
Receive further enquiries matched to you based on suitability
Receive further enquiries matched to you based on suitability
Receive further enquiries matched to you based on suitability
Specify minimum client mortgage values
Specify minimum client mortgage values
Specify minimum client mortgage values
Specify minimum client mortgage values
Source leads from multiple locations nationwide
Source leads from multiple locations nationwide
Source leads from multiple locations nationwide
Source leads from multiple locations nationwide
Preview every lead and choose to accept or reject it
Preview every lead and choose to accept or reject it
Preview every lead and choose to accept or reject it
Preview every lead and choose to accept or reject it
Manage your active leads through to conversion and beyond from one simple dashboard
Manage your active leads through to conversion and beyond from one simple dashboard
Manage your active leads through to conversion and beyond from one simple dashboard
Manage your active leads through to conversion and beyond from one simple dashboard
Frequently asked questions
How many enquires of leads can I expect
The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.
2
Are enquires leads sent to me exclusive?
3
Can I apply filters so I only get the leads I want?
3
How much does one Enquiry lead cost?
3
What are addtional locations?
3
What is the price for addtional locations?
How many enquires of leads can I expect
The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.
2
Are enquires leads sent to me exclusive?
3
Can I apply filters so I only get the leads I want?
3
How much does one Enquiry lead cost?
3
What are addtional locations?
3
What is the price for addtional locations?
How many enquires of leads can I expect
The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.
2
Are enquires leads sent to me exclusive?
3
Can I apply filters so I only get the leads I want?
3
How much does one Enquiry lead cost?
3
What are addtional locations?
3
What is the price for addtional locations?
How many enquires of leads can I expect
The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by filling in the form here.
2
Are enquires leads sent to me exclusive?
3
Can I apply filters so I only get the leads I want?
3
How much does one Enquiry lead cost?
3
What are addtional locations?
3
What is the price for addtional locations?