Wealth Tools Overview (subscribe to any or all)

The Wealth Management tools available address an array of needs of our clients in personal trust, employee benefits, estates, charities & endowments, private banking, brokerage and insurance. 

The available tools at the left include optional elements like annual account reviews that can be incorporated seamlessly if needed.  Please contact us or call (412) 779-1915 for a webinar and discussion of your unique requirements.

Executive Summary

• These tools are built from the best-practices of our clients, which helps lead product development efforts, and provide tremendous cost efficiency as core tools to complement their legacy accounting system.  Data from these systems (accounts, name/address, etc.) is interfaced to provide an array of capabilities.
   
• These tools are also designed to support Wealth teams (for example, private banker, brokers, trust advisor and insurance rep) with leverage of team messaging, collaboration, call sharing and team-driven scorecard incentive practices.
   
• We also support clients that already have a CRM solution -- but who benefit from leveraging a variety of CapitalBase.com portal workflow elements and Process Automation tools -- supplementing existing CRM resources.  For example, the account acceptance and incentive comp automation workflows help them to more efficiently manage new account implementation and streamline comp claims, statementing, payout & audit.
   
• Wealth Management clients also leverage a comprehensive reporting suite and dynamic on-screen views that, in addition to supporting individual professionals, department and regions -- are also designed for use in Trust Acceptance/Review committees, auditors of trust processing and also regulatory examiners, who in many cases are given read-only rights to streamline their reviews.
   
• The system has been evaluated by the OCC and other regulators as a vital element of our clients' Operations & Compliance strategy.  Many of the best-practices driven by our clients are in response to these evolving obligations.