According to the company Bullfinch Wealth is a solution on cloud and will permit wealth managers access subscribers from anywhere.
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It will also enable wealth managers effectively create & manage prospects and clients leading to improved client retention and responsiveness and enhanced service experience, the software company claims.
Also, Bullfinch Wealth will assist wealth advisors with a single point interface offering an extended 360-degree view of the client. It is claimed that this would reduce the total cost of ownership and maximize the productivity by up to 30% and also eliminates the core system complexities.
Following the launch of Bullfinch Wealth CRM application on the cloud, KGfSL said also has plans to roll-out other modules of its wealth management suite spanning equities, futures & options, mutual funds, fixed income and more in the coming months to serve the wealth management space.
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