FOR MUTUAL FUND DISTRIBUTORS & INVESTMENT ADVISORS
Your relationships.
Your practice.
One connected CRM.
Meet Pletox FinCRM. Bring clients, families, investment records and follow-ups together, so your team can focus on the people behind the portfolio.
Built for the everyday work of growing an advisory practice.
LESS CHASING. MORE CONNECTING.
The whole relationship.
Every detail, connected.
A family, a review, a conversation. Give your team the context to make every interaction count.
A relationship. A whole family.
Every member, connected to the bigger picture.
Every follow-up has an owner.
A clear plan for the week ahead.
A thoughtful touch, on time.
Keep in touch beyond the portfolio review.
A PRACTICE BUILT ON PEOPLE
Remember the details.
See the bigger picture.
Connect individual clients to their families, relationship managers and product records. Keep the information your team needs close to the conversation.
- Client and family profiles, together
- Bank details, nominees and documents
- Clear RM ownership and handovers
BUILT AROUND YOUR WORKING DAY
Your clients. Your team.
Your practice, connected.
Bring client relationships, referrals, everyday tasks, staff attendance and payroll into one connected workspace.
Clients & families
Client information, family relationships, documents, and RM ownership, together.
Explore featureLeads & onboarding
Track enquiries, product interest, ownership, and the journey to becoming a client.
Explore featureReviews & follow-ups
Bring review dates, assigned tasks, reminders, and conversation notes into one flow.
Explore featureInvestment records
Connect product accounts, transaction records, family summaries, and imported AUM.
Explore featureRisk profiling
Configurable questions, scored responses, client records, and downloadable reports.
Explore featureClient communication
WhatsApp, email, birthday and anniversary messaging, plus connected call follow-ups.
Explore featureIncentives & reporting
Operational dashboards, product incentive rules, and connections to Pletox payroll.
Explore featureTask management
Assign tasks, set priorities and due dates, and keep client-linked work moving.
Explore featureReferral tracking
Track referrers across leads and clients, with attribution carried into the relationship.
Explore featureStaff attendance
Track staff attendance, shifts, leave and attendance requests alongside your practice.
Explore featurePayroll
Manage salary structures, attendance inputs, incentives, deductions and staff payslips.
Explore featureYOUR PRACTICE IS PERSONAL.
Your walkthrough
should be, too.
Show us how your team works. We’ll help you see where FinCRM fits.
Let’s talkSTAY IN TOUCH. STAY PERSONAL.
Relationships grow
between reviews, too.
A birthday remembered. An anniversary acknowledged. A useful message at the right time. Keep client communication part of the way you work.
- Customer WhatsApp and email automation
- Birthday and anniversary messaging
- Communication connected to client records
FOR THE PEOPLE BEHIND THE PRACTICE
A shared view.
A stronger team.
Mutual fund distributors
Build a more organized practice around client families, lead conversion, investment records and consistent follow-ups.
Investment advisory teams
Keep client information, internal risk profiles and review history accessible when preparing for the next conversation.
Relationship & back-office teams
Make ownership clear, keep documents close and carry the right context from one team member to the next.
A THOUGHTFUL START
Your process.
Our starting point.
Move forward with a workspace shaped around your practice, your records and your team.
Understand your practice
Walk us through your clients, product records, team structure and the follow-ups you want to improve.
Set up your workspace
Plan your data imports, fields, roles, review workflows and communication setup with our team.
Bring your team on board
Review the setup, prepare your team and make FinCRM part of the way your practice works every day.
Who is Pletox FinCRM for?
FinCRM is built for mutual fund distributors, investment advisors and the relationship and back-office teams supporting them. It helps organize client relationships and the daily operations of an advisory practice.
Can we import existing client and AUM records?
Yes. FinCRM supports spreadsheet imports for client records and AUM information. We review your current data, fields and ownership mapping during setup.
Can we automate birthday and anniversary messages?
Yes. Customer WhatsApp and email automation, including birthday and anniversary messaging, can be included in your communication setup.
Does FinCRM replace our investment transaction platform?
FinCRM focuses on client relationships, operational investment records and team workflows. Live market valuations, transaction execution and integrations with external investment platforms should be discussed separately when planning your setup.
Can we use FinCRM with our own workflow?
Yes. Lead stages, custom fields, product records, risk questions and review processes can be configured around your practice. Our team will help identify the setup your workflows need.