Stop forcing your advisory workflows into a generic CRM. TrueCRM for Wealth Management speaks your language — AUM, SIP, HNI, KYC, SEBI — out of the box, on day one.
Every feature in TrueCRM for Wealth Management was built based on real advisor workflows — not generic CRM templates.
Real-time AUM tracking across all clients, product categories, and advisors. See growth, churn, and concentration risk at a glance.
Track every SIP, lumpsum, and SWP from lead stage to execution. Never miss a follow-up on a pending investment decision.
Automated KYC expiry alerts, FATCA status, and SEBI/AMFI compliance checklist built into every client profile.
Rich client profiles with risk appetite, investment preferences, family details, asset allocation, and full interaction history.
Automated quarterly review reminders, agenda generation, and post-review action tracking — all linked to client profiles.
Track advisor activity, AUM growth per advisor, SIP conversion rates, and client engagement scores in one leadership report.
Automatic alerts for SIP due dates, portfolio drift, KYC renewals, client birthdays, and upcoming maturity events.
Full CRM access on mobile — log meetings, update client portfolios, send WhatsApp follow-ups, and check dashboards on the go.
Track client referrals end-to-end. See which clients bring you the most business and reward them accordingly.
TrueCRM manages every stage of your client relationship — from first inquiry to long-term portfolio growth.
Website forms, referrals, and events auto-captured into CRM pipeline
Risk profiling, KYC documents, FATCA & regulatory onboarding
Asset allocation, product recommendations, and proposal generation
SIP setup, lumpsum investments, portfolio monitoring and alerts
Quarterly reviews, rebalancing, upsell opportunities, and referrals
See exactly what you get that Salesforce, Zoho, or HubSpot simply don't offer for wealth management.
| Feature | Generic CRM (Salesforce/Zoho) | TrueCRM for Wealth |
|---|---|---|
| AUM tracking dashboard | ✗ Not available | ✓ Built-in |
| SIP / SWP pipeline stages | ✗ Manual workaround | ✓ Native workflow |
| KYC expiry tracking | ✗ Custom build required | ✓ Auto alerts |
| SEBI/AMFI compliance fields | ✗ Not available | ✓ Pre-configured |
| Risk profile & asset allocation | ✗ Manual entry | ✓ Structured fields |
| Portfolio review scheduler | ✗ Not available | ✓ Auto scheduling |
| Advisor productivity MIS | ✗ Custom reports only | ✓ Pre-built reports |
| Data stored in India | ✗ US/EU servers | ✓ India servers |
| Hindi language support | ✗ English only | ✓ Hindi & English |
"We were using Salesforce and spending hours mapping 'deals' to portfolios. TrueCRM already understands AUM, SIP, and KYC. Our advisors adopted it in 2 days."
"The KYC expiry tracking alone saved us from 3 compliance notices. TrueCRM is the first CRM that actually reduces our regulatory risk, not just manages contacts."
"Our AUM grew 28% in 6 months after switching to TrueCRM. The pipeline visibility helped our advisors focus on the right opportunities at the right time."
Join 250+ wealth management firms who switched from generic CRM to TrueCRM.
Book your free, personalised demo today.
Free data migration · SEBI-aware workflows · Indian servers · 48-hour go-live