Bullfinch Wealth CRM

Overview

 

Bullfinch CRM helps businesses stay focused on their customers with innovative and effective approaches to marketing, sales and customer service. This provides the essential capabilities to help relationship managers and wealth advisors improve the overall client experience to better attract and retain customers for profitable growth.

 

The big vision: Whether you use your PC, Laptop, Tablet, Smartphone or almost any other device that comes along, you'll be able to accomplish all the same tasks through all the same platform of Bullfinch. The form factor will change, but the core experience won't.
 
Features

 

Bullfinch Wealth CRM offers the following key features:

 

• Dashboard for Relationship Manager
• Activity Stream
• Customer / Prospect details
• Opportunities Tracking
• Event / Meeting management
• Calendar
• Tasks / Notes
• Email Alerts
• Account Settings
• User Management
• Import Customers
• Export Customers

 

Highlights

 

• No installation, No Downloads. Online web access
• Supports all leading web browsers.
• End to end access through Mobile devices
• Supports iPad2 / iPad3, Android tablets and Blackberry Playbook
• Elastic screen design provides same look-and-feel across the three screens (PC, Tablet, Smartphone)
• Reliable and secured cloud based access. Your data is 100% protected.
• Automatic Backups & Upgrades

 

Bullfinch Wealth as the wealth management platform

Bullfinch Wealth is a comprehensive, wealth management software designed to provide advisors with the tools they need to aggregate, allocate, optimize and monitor their clients' portfolios. Slated to go live in mid-November 2009, Bullfinch Wealth will help financial advisors to more efficiently manage the diverse assets of their clients.

"You will be very excited about the advanced capabilities and integrated nature of Bullfinch Wealth, that will help you to improve efficiency and overall level of service,".

"Bullfinch Wealth was designed from the ground up, not only to take advantage of the latest technologies and development standards, but to move away from the patch-work style of integration that characterized many first generation applications. As a result, Bullfinch Wealth is well positioned to provide the continual monitoring capabilities that are needed to effectively manage diverse portfolios on an ongoing basis. As the industry shifts to a fee-based model, this capability offers a significant advantage."

With integrated collaboration, workflow, monitoring and report generation tools, Bullfinch Wealth was designed to help financial advisors work more efficiently, to improve their level of service and strengthen their role as a trusted advisor. Among its many advanced features, Bullfinch Wealth offers an intelligent "Alert" monitoring system that alerts advisors to changes in their client's portfolios, such as those that are out-of-balance as a result of market changes, as well as event-driven alerts such as a bond maturing or corporate actions. Through its comprehensive Advisor Dashboard, it also includes a set of tools, to determine priorities and allowing advisors to focus their time on addressing the most important issues.