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ClientWhys CRM from ClientWhys
A comprehensive platform that includes tools for managing client data, automated workflows, marketing campaigns, and compliance management.
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems
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Client Data Management
(9 Yes /9 Known /12 Possible features)
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
CRM platforms universally offer contact information storage; marketing materials and documentation from ClientWhys confirm client record management. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
ClientWhys describes secure digital storage and management of client documents (e.g. KYC, agreements). | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
Product describes customizable data fields for client profiles. | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
Automated data checks are part of compliance and KYC features, which require validation. | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Marketing references client segmentation and tagging for workflows and marketing outreach. | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
Bulk import/export (including CSV) is standard for financial CRM and referenced in onboarding documentation. | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Platform emphasizes data encryption at rest and in transit for compliance purposes. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
No information available | |
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Timestamped Records Automatic recording of when client data is added or modified. |
Timestamped records for audit and compliance are described in platform overview. | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
Customizable data retention policies to meet SEC/FINRA and GDPR/CCPA needs highlighted in compliance section. | |
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Data Backup Frequency How often client data is backed up. |
No information available |
Compliance & Security
(5 Yes /5 Known /11 Possible features)
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit trails are referenced under compliance features. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Role-based access described as standard for restricting viewing/editing of sensitive data. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
Login and access security features include 2FA per best practices in financial CRM. | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
Explicit GDPR/CCPA support is highlighted in compliance and legal materials. | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
No information available | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
References to KYC/AML integrations for onboarding clients digitally. | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
No information available | |
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Data Masking Sensitive information is masked from non-authorized users. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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IP Whitelisting Restrict platform access to specified IP addresses. |
No information available |
Workflow Automation & Task Management
(10 Yes /10 Known /11 Possible features)
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
Automated workflows and role-based routing of tasks are part of product description. | |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
Task templates for onboarding, reviews, etc. are typical in wealth CRM and mentioned in workflow automation. | |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
Reminders and alerts are advertised key features to support engagement and compliance. | |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
Approval workflows, such as compliance checks, are available and configurable per documentation. | |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
Integration with standard calendar tools (Outlook, Google) is listed as a feature. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Workflow customization is included in tools section for defining business processes. | |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
Task status/progress tracking and dashboards referenced in the platform's collaboration tools. | |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
Multiple notification channels including email and in-app described; SMS may not be universal. | |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
No information available | |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
Recurring tasks scheduling is described in workflow automation documentation. | |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
Task delegation and notifications among team members referenced in platform's workflow features. |
Communication & Engagement
(8 Yes /8 Known /11 Possible features)
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Email Integration Send and receive client emails from within the CRM. |
Ability to send emails directly via CRM and log communications is standard and confirmed by product details. | |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
No information available | |
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Call Logging Record call notes and attach to client records. |
No information available | |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
Meeting scheduling and calendar invite tools are part of the CRM client engagement suite. | |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
Marketing automation campaigns, including drip email and event-based campaigns, featured on website. | |
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Document E-signature Facilitate secure electronic document signing within the platform. |
E-signature via integration or embedded functionality is described both for internal workflow and client portal. | |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
Client engagement tracking and reporting (analytics) outlined in reporting features. | |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
No information available | |
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Communication Archiving Retention and searchability of all historical communications. |
Historical archiving and search referenced for client communications. | |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
Support for omnichannel communication listed as a feature. | |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
Predefined/customizable communication templates offered as part of messaging and campaign tools. |
Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Custom dashboards mentioned as a customizable feature for users. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Report builder and customization are common; ClientWhys highlights custom reporting tools. | |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
Includes standard library of reporting templates. | |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
Charts, graphs, visual reporting emphasized in analytics overview. | |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
Ability to export reports as PDF, Excel, CSV is standard practice and highlighted. | |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
No information available | |
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Real-Time Data Updates Reports are refreshed with live data. |
Reports update dynamically from current dataset as described. | |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
Drill-down reporting described in analytics suite. | |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
CRM allows tracking and custom analytics based on firm interests. | |
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Report Retention Period How long generated reports are stored and accessible. |
No information available |
Integration & API
(5 Yes /5 Known /10 Possible features)
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Integrates with major portfolio management systems per documentation. | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Supports synchronization with Google, Outlook email and calendar tools. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
API documentation available; integration with external and internal tools supported. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
No information available | |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
No information available | |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
Zapier integration noted in integration/features FAQ. | |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
No information available | |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
Supports integration with e-signature vendors (e.g., DocuSign, Adobe). | |
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Integration Capacity Number of simultaneous third-party integrations supported. |
No information available | |
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Integration Setup Time Average setup time for connecting a new integration. |
No information available |
Onboarding & Client Portal
(9 Yes /9 Known /10 Possible features)
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Step-by-step digital onboarding process described in product marketing. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Supports online forms for digital onboarding and data collection (e.g., KYC). | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Secure client portal access is a main product offering. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
Clients can view onboarding/application status in real time in portal. | |
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Portal Customization Ability to brand and customize the client portal experience. |
Portal customization/branding described for advisors. | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Portal allows clients to upload documents, update data and schedule meetings. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
E-signature from within the portal is a supported workflow. | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
Supports multi-factor and optionally SSO login for portal. | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
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Multilingual Support Portal available in multiple languages. |
Client portal and some user-facing modules support multiple languages. |
Mobile & Accessibility
(6 Yes /6 Known /10 Possible features)
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
Mobile apps for iOS and Android available per product page. | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
Web portal is responsive for mobile and tablet browsers. | |
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Push Notifications Send real-time push notifications to mobile devices. |
Push notifications supported through mobile app. | |
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Offline Access Some CRM functions are available without an internet connection. |
No information available | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
Screen reader and accessibility compliance stated as part of UI/UX design. | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
Accessibility standards compliance such as WCAG stated in UI materials. | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
Mobile app and browser both support gesture-based controls. | |
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Mobile App Store Ratings Average user rating on major app stores. |
No information available |
Performance & Scalability
(3 Yes /3 Known /10 Possible features)
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Average Response Time Typical time for system to respond to user actions. |
No information available | |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
No information available | |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
No information available | |
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Data Throughput Amount of data processed per second. |
No information available | |
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Database Scaling Support for scaling databases vertically or horizontally. |
Scalable to support growing user base and data per product datasheets, supports vertical/horizontal scaling. | |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
Mentions performance monitoring, issue logging, and admin notifications. | |
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Latency under Load System latency when processing maximum intended workload. |
No information available | |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
No information available | |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
Supports load balancing as part of performance infrastructure. | |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
No information available |
User Experience & Customization
(9 Yes /9 Known /10 Possible features)
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
Drag-and-drop user experience referenced in user interface overview. | |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
Customizable widgets and dashboard components described. | |
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White Labeling Custom branding for both internal and client-facing modules. |
White labeling and custom branding available for client/advisor portals. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
Training resources, webinars, and onboarding materials are offered. | |
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Multiple Language Support User interface is available in several languages. |
Interface and user notifications support multiple languages. | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
UI allows adjustment of color schemes, text size, and other accessibility settings. | |
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Theme Customization Choose or define custom color schemes and layouts. |
Custom themes and layout configuration described. | |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
Shortcuts and favorite items support found in personalization documentation. | |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
Mechanism for direct user feedback or feature request included in product help section. | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
Support & Vendor Reliability
(8 Yes /8 Known /10 Possible features)
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24/7 Technical Support Access to technical support at all times. |
24/7 support service mentioned in solutions page. | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
Dedicated account manager assigned is mentioned in support description. | |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Comprehensive searchable knowledge base referenced. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
No information available | |
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Product Roadmap Visibility Customers can view future product development plans. |
Public roadmap or regular updates to clients mentioned. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
Community forum exists for users to ask questions and share best practices. | |
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Onboarding Assistance Hands-on help during implementation and data migration. |
Onboarding assistance and training available with new deployments. | |
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System Status Dashboard Real-time system health and incident reporting. |
System status dashboard and uptime reporting provided. | |
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Multi-language Support Center Support assistance is available in different languages. |
Multi-language support for help and support center described in materials. | |
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Average Support Response Time Typical time to first response from support. |
No information available |
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