Enable team collaboration on a single platform
We adapt our platform to cope with your teams’ needs and manage all information and activities about your private clients.

• Marketing & sales
• Relationship manager
• Compliance
• Communication

Intelligent task management
Obtain clients Insights from behaviour analysis and from historical and external data analysis (database, public website, social network). Help your relationship manager provide more proactive and relevant advises thanks to a smart daily prioritisation of tasks.

360° Client master record
Access a 360° view of a client including Know Your Client (KYC) information, a consolidated and detailed Reporting on Assets, a Document Management System (DMS), all current and future client actions as well as all past interactions.

Flexible digital reporting
Provide your clients with an omni-channel reporting space which is fully configurable. Define the content of each portfolio details view and grant the ability to aggregate external accounts giving the client a consolidated view of his wealth.

Sales & marketing management
Complete dashboard of sales activities. Steer your sales activities and operational marketing campaigns. Optimise marketing targeting thanks to AirWealth AI Segment module.

KYC & on-boarding
Perform digitally clients on-boarding and clients profile update. Customise the platform to your existing processes: the on-boarding meeting can be done with four hands on tablet or in several steps with the client autonomously filling forms online.

Personalised stream of content
Our Content Management System (CMS) provide a simple way to publish contents. Your clients will obtain a personalised stream based on their centres of interest, either declared or detected by the platform. Match your client base with produced contents thanks to our algorithm to perform smart pushes.