A single, always-current client profile
WealthAmp automatically collects and syncs client data across your CRM, notes, emails, and full wealth stack, so every record stays accurate without anyone touching a keyboard.
What client profile management does for you
- ✓ Unified profile across CRM, notes, and email
- ✓ Two-way sync with your wealth-tech stack
- ✓ Complete, compliant documentation trail
Explore the rest of WealthAmp
Note-Taking
Capture notes with unmatched accuracy, speaker attribution, and configurability.
Meeting Preparation
Get organized key details, agendas, action items, and client email drafts before meetings.
Form Fill
Automatically fill forms using client data collected and enriched from multiple sources.
Document Intelligence
Extract and sync client and financial details from documents to your CRM and planning tools.
Send personalized emails, recaps, and intro requests with AI-generated, data-backed drafts.
Client Queries
Surface referral openings, held-away assets, and major life events instantly.
See Client Profile Management in action
Walk through the WealthAmp platform with our team and see how it fits the way your firm grows.