The CRM for Wealth Management
The Ultimate CRM (Or CRM Intelligence Layer) For Wealth Managers
Unlock more opportunities with all of your relationship, data, and activity intelligence in one place.
"I've been a CRM nerd and community builder both in business and personal and have been looking for a tool like this my whole career. This changes everything."
Raphael Leopold
Partner, Coolwater Capital
Advanced client prospecting and relationship mapping, using millions of public and private datapoints
Advanced Filters
Prospect millions of people, directly or via their company, across 20+ data types.
Investor Portfolio Intel
Prospect potential clients inside of investor portfolios via intelligence from 500K+ investments across 10,000+ investors.
Private Data Filters
Filter prospects by your first-party information - not possible on LinkedIn, ZoomInfo, or anywhere else.
Track clients through fully customizable sales processes
Sales Tracking
Track the status of each client sales process, with full customization of opportunity stages and fields
Custom Data Sync
Bring your own data with extensive support for ingestion and syncing of custom data from existing systems
Role & Activity Insights
Track key internal and external roles related to each client process with automatic activity updates
Over 100M enriched data points daily. No credits, no incremental costs, no limits.
Top Referrers
Identify and track valuable referrers of current and potential clients, advisors, and other valuable business relationships
Contact Updates
Get alerted to job changes and updated contact information with automated contact update, alerts, and smart-merge.
Company News Alerts
Follow critical client company news and updates through our integration to Google News and associated alerts
Get a complete picture of the past, with emails, meetings, notes and more–automatically synced and merged in the background
Long-Term Activity Sync
Track clients across years or decades of interactions with Privacy-first autosync of all emails and meetings.
Smart Notes
Built in notes with tables, images, files, and “@ mention” to seamlessly connect the dots across conversations.
Campaign Integration
Integrates with your campaign management system (i.e. Mailchimp) to maintain a complete picture of candidate and client interactions.
Leverage the most up to date contact information
Global Contact Updates
Rings automatically keeps job, title and contact info updates for millions of people globally, so you don’t have to
Inbox Data Sync
Supplementary contact info is automatically synced from users’ inboxes and shown side-by-side with Rings global data