Organize product accounts
Link clients with products, opening details, account status, and transaction history. Move from a family relationship to the associated product records.
LESS SEARCHING. MORE CONTEXT.
Bring the investment picture into the conversation.
Keep client product accounts and investment records organized. Bring imported AUM and member-wise summaries alongside the relationship information your team uses every day.
pletox FinCRM Maple Financial NK
The family picture, together.
Client context alongside imported investment information.
Imported family AUM₹32.4LSpreadsheet import
Product accountOwnerStatus
Mutual fundsClient-linked accountAsha ShahActive
Know what the numbers representImported AUM, separate from recorded transaction totals.
Illustrative workspace · Sample data
Investment information, connected to the client.
Use FinCRM to organize the operational records behind a relationship: which products a client holds, recorded inflows and outflows, and the AUM information imported into your workspace.
Track recorded activity
Work with categorized credits and debits, redemption or cancellation status, dates, and referrers. Use filters and exports for operational review.
Bring in AUM information
Import total AUM and asset-class balances from spreadsheets. View these alongside client profiles while keeping imported balances distinct from transaction totals.
FROM INFORMATION TO ACTION
Make it part of your working day.
01
Map clients to product accounts
02
Bring in your investment records
03
Review the individual and family view
Is the AUM shown a live market valuation?
AUM is based on the information imported into FinCRM. Transaction summaries reflect recorded activity. These views should not be treated as automatic NAV updates or live investment valuations.