The SaaS CLM tool that advisors are inspired to use, every day

Are your advisors sitting firmly in the driving seat, steering client relationships and achieving winning outcomes in the shortest time possible? Are they in full control of the journey they travel with your clients – through initial engagement and sales to onboarding and beyond?

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To accelerate client acquisition and grow AuM, wealth managers need a fresh approach. Your advisors need a simple-to-use, out-of-the-box client lifecycle management (CLM) platform that is deployed with ease in the cloud. They want intelligent automation that leverages data to drive decision making. They need tailored feeds that help prioritise actions and they need a single client view at the push of a button. If this sounds familiar, CLMi was designed for you.


Our cloud-based CLMi platform ensures you are always using the latest available technology and have the latest release, with no costly upgrades that take time to deploy. You can scale users and functionality as business needs change, for ultimate flexibility.

With no complex integrations, minimal training and significantly less ongoing administration your advisors will be up and running quickly and have more time to spend on revenue-generating work. By driving down costs your cost-to-income ratio is fully optimised.

Completing work on time and honouring commitments is fundamental to client satisfaction. CLMi’s intelligent workflows and automated alerts help prioritise daily tasks. You will never miss an action, processes are shortened and duplication is eliminated. And with CLMi tracking the status of every client’s account, in real time, you can address client issues as soon as they arise.

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