Connect the family
Link family members to a family head and see member-wise product and investment records. Prepare for a discussion with the wider relationship in view.
THE WHOLE RELATIONSHIP, IN VIEW
Know the person. Understand the family.
Give every conversation a better starting point. Bring client profiles, family members, bank details, nominees, notes, and investment records into a connected workspace.
pletox FinCRM Maple Financial NK
A relationship. A whole family.
Every member, connected to the bigger picture.
AS
Asha ShahFamily head · Client since 2021
RELATIONSHIP MANAGERNeha Kulkarni
Family members3 connected
Imported family AUM₹32.4L
Next review18 Nov with Neha
Family memberProductImported AUM
ASAsha ShahFamily headMutual funds₹12.4L
RSRahul ShahSpouseMutual funds₹12.0L
ISIsha ShahDaughterMutual funds₹8.0L
Ready for the next conversationReview family goals and confirm the next follow-up.
Illustrative workspace · Sample data
A client relationship is more than a contact record.
An investor may be part of a larger family relationship, work with more than one RM, and hold several product accounts. FinCRM keeps that context accessible to the people serving them.
Make ownership clear
Assign relationship managers, investment RMs, and referrers. Reassign responsibility as your team changes without losing the client record.
Keep the essentials close
Organize bank details, nominees, supporting documents, and notes alongside each client. Custom fields help your workspace reflect the information your practice needs.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Bring your client records together
02
Connect families and assign RMs
03
Keep every conversation informed
Can we bring our existing client list into FinCRM?
Yes. Spreadsheet imports help bring existing client records into your workspace. Your data fields and RM assignments can be reviewed during setup.