MoneyWare CRM Solution

MoneyWare Customer Relationship Management Solution
An integrated platform that works with you to keep your customer at the core of your business

As a wealth manager or advisor, you are singularly focused on delivering quality services to your client. Today, constant communication in real-time combined with managing your client’s assets super efficiently, effectively and speedily is crucial in keeping customers happy. The challenge of day-to-day operations, tedious manual processes and client expectations on measurable deliverables can impact your client relationship.

MoneyWare CRM solution enables you to boost revenues and nurture your client with service levels that will elicit customer delight.


MoneyWare CRM – feature-packed one-stop solution that is client-centric and service-oriented

Manage your client’s activities with a simple to use and uncomplicated platform

Account and Contact management

Generate and convert leads to clients

Explore opportunities with a strong pipeline

Handle your meetings with ease with notes, action plans and more

Schedule meetings and be responsive with notifications and alerts

Generate custom reports relevant to your customer

Anytime, anywhere access on the go with mobile app

Miles Software Leader in IBS Intelligence Sales League Table 2018


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Call us on +91-22-68331464 (Sales & Marketing)
Or just get a demo and assess the advantage!