Solutions for Wealth Management

iPipeline's solutions for Wealth Management help wealth managers and financial advisors communicate more effectively with their clients, better manage assets, and build client loyalty.

iPipeline CRM for Financial Services is designed around how wealth managers and financial advisors manage their clients' monies to help them build their book of business. It makes the lives of wealth managers and financial advisors a whole lot easier – and more profitable.

 

Products for Wealth Management

  • : iPipeline CRM for Financial Services

    iPipeline CRM for Financial Services does what the best customer relationship management solutions do – it helps manage relationships better, quicker and with the smallest learning curve in the industry. Separating iPipeline CRM from the pack is its place as the first on-demand CRM – built in partnership with Microsoft – designed for Wealth Management firms. You get the deepest integration with Outlook possible, Microsoft's underlying technology, and industry –leading functionality that only iPipeline can deliver at an extremely low cost per seat.

    View details for iPipeline CRM for Financial Services

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iPipeline is revolutionizing how the insurance industry markets, sells and processes insurance. Make arrangements today to explore iPipeline's vision for straight-through processing and 8 product lines.

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