AirWealth: The augmented CRM and Client Portal for Wealth Managers
Contact usAbout the partnership
AirWealth is the NextGen CRM and client portal dedicated to Wealth Managers. Thanks to data analytics and a modern user interface, the RM increases its sales effectiveness and operational efficiency while staying compliant. The Client Portal offers digital reporting and interactions capabilities.
Key features
- Client relationship management
- Client acquisition & onboarding
- Client communication & interactions