Capital Base Wealth Management & Trust Software

The Most Comprehensive
Wealth Management
Front Office Software

• Customer Relationship Management (CRM)
• Trust Account Compliance Workflows
• Wealth Management Sales & Service Workflows
• Enterprise Referral Management
• Trust Accounting Integration (FIS TrustDesk, TNET, and more!)

All baked into one system or integrated with others!

Efficiency and Effectiveness

'CapitalBase saves us time and money on
a large part of the work we do as a trust
company. From managing tasks and client
activity, to account onboarding, to document
management, to tracking discretionary
distributions, to calculating our incentive
payouts.

It would be difficult to run a business without
CapitalBase!'

Already have a CRM?
(That's Ok)

1.   CapitalBase can convert your existing CRM!

                                                                         OR

2.   Our Account Workflows & Onboarding can integrate with your existing CRM!

Serving Financial Institutions
since 2004

• Bank Trust Departments
• Trust Companies
• Family Offices
• Foundations
• Other Financial Institutions

Deep Workflows for Wealth Management

• Admin & Reg 9 Reviews
• Client & Account Onboarding
• Compliance Workflows
• Incentive Management
• and much more

Flexible, Swift, Custom
Configurations

• Built on Java Technologies for Ultimate Flexibility
• Phased Implementations - No Consultants Needed
• No Installation Needed - Completely Thin-Client
• Unlimited Configurations!

Modules Specific to
Wealth Management

Wealth Management CRM

Robust, Wealth Management CRM capabilities to manage and analyze customer interactions with the goal of improving relationships with clients and COIs, assisting in client retention and driving sales growth.

Trust Account Workflows

From Admin & Reg 9 Reviews to Client Due Diligence/KYC/AML Scoring, CapitalBase has workflows to simplify compliance execution and quickly implement new procedures.

Account Opening Workflows

Full life-cycle Wealth Management workflows, from referrals to pipeline, fee exception approvals, sales management, account & client onboarding, custom incentive plans, and service tools to help you deliver value to clients.

Enterprise Referrals

Break down the bank silos that still exist by making it easy to create, route and close referrals, increasing cross-selling results across the whole bank.