Cinovate provides a one-stop-shop to help Advisors to manage clients in the cloud.

Wealth Management

The Wealth Management industry faces complex challenges, from increased competition, investor skepticism, and deregulation to globalization and consolidation in the marketplace. Cinovate’s Wealth Management Application addresses these challenges with ease by helping you streamline operations, gain greater insight into the cost and value of client service, and deliver an outstanding client experience that cultivates a loyal client base.

Cinovate’s Wealth Management Application offers an industry-specific solution that enables wealth managers to develop deep insight into their clients' needs, households, preferences, and influencers, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better to increase client satisfaction.

Cinovate’s Wealth Management Application mirrors the business processes and data models commonly used by wealth management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, Wealth Management firms can accelerate the return on their investment and lower their total cost of ownership.

Cinovate’s Wealth / Practice Management Application delivers web-based Client Relationship Management (CRM) solutions for the Financial Professional. This is not your typical off-the-shelf CRM solution, rather one designed from the ground up to meet the challenging needs of financial advisors. Unlike traditional CRM solutions, this solution is easy to use, quick to deploy and delivers a rapid return on investment.

Bring order to your day. Build a plan that makes sense. Keep yourself accountable to the goals you set. Channel your energy at your creativity by following a simple process that makes sense to you. We do not believe in a one-size-fits-all approach to business development. Our Client Relationship Manager includes a fully customizable relationship matrix, suggested schedules, including scripts and templates as well as video tutorials.

Successful financial professionals depend on creating and maintaining long-lasting relationships with clients. And that is what Cinovate’s CRM helps financial professionals do. We do it with online CRM tools for client management, sales automation, client support and marketing automation. Powerful tools, seamlessly integrated.

Because Cinovate’s solution is delivered on the platform, financial professionals are able to focus on growing their business instead of managing software technology.

Cinovate has done a great job working with Iron Data to implement Salesforce and the Cinovate - PSA across a number of divisions. The Cinovate team listened to our needs while pushing us to transform where it makes sense. They remain an ongoing partner to us and we continue to use them as we roll Salesforce out across our operation. - Will Anderson, EVP, Iron Data