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Wealthcraft
About the provider
Wealthcraft, Morningstar's Cloud-Based Financial Advice Software allows you to create your own CRM digital Platform, simpfying time consuming complex processes, whilst future proofing your business. Wealthcraft is built on Microsoft, offering you data security alongside full integration with all your Microsoft applications and available on any device, any browser anywhere. Online and offline. Wealthcraft is all about putting your data to work for you, creating that single source of truth and allowing you to manage your clients, by taking ownership of your data, create the client experience you want to deliver. Alongside the ability to customise digital fact finds, that can be sent ahead of your meeting, completed by the client, adviser, administrator, paraplanner ot collabrate with your client. There is also the ability to create digital surveys, and marketing campaigns. Full end to end business support from lead generation through to advice, financial plans, recommendations, remuneration, and population of templates and client reports with digital signature integration. Access your data through Dynamic dashboards and system views meaning you can easily access management data when you want. With the addition of compliance controls and checks, workflow automation, and checklists configured to your business. You have the option to offer your client access to a Investor Portal, allowing you to shape your clients digital experience further by offering that one single, secure access point for valuations, transaction reporting, and secure document sharing.
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Ownership:
Morningstar
Partnerships:
Microsoft Partner. Gold Customer Relationship Management. Silver Cloud Productivity. Silver Application Integration. Silver Collaboration and Content.
NextWealth analysis
Wealthcraft doesnβt figure on our adviser survey and so we donβt have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.
Integrations
Integrates One Way
Integrates Both Ways
No integrations available for Cash Management
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