Investment management: keep client balances accurate

Operations coordinators miss CRM superannuation updates, causing trackers to go out of sync. Keep client trackers current so advisors and ops have accurate balances for client meetings.

Overview

Missed balance updates create advisor risk and reconciliation headaches for investment firms. This workflow aligns CRM balance fields to your central client tracker, delivering an auditable change history and ensuring advisors present accurate figures at client meetings.

Notable Features

Update client tracker on change
Notify advisors of balance updates
Create audit log for changes