Mandates, securities accounts and meetings in one file.
The household details sit in a spreadsheet, the portfolio overview sits in a portal, the confirmed appointment sits in someone's personal mailbox. Bitrix24 brings mandates, documents, appointments and all correspondence together in one workspace. Moving your data over from spreadsheets, portals and calendars is something we do for you.
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The mandate grows over the years. The records drift apart.
The spouse is on a different list than the main client. The current portfolio overview sits in the custodian bank's portal, the note from the last conversation sits in the adviser's head, the next appointment sits in a personal calendar. Anyone who needs the current state of a household asks colleagues and searches through folders instead of opening one file.
- Client review meetings (Bestandsgespräche) keep getting pushed back until the client asks about them.
- Advisory meetings start without the complete picture of the household.
- Other business inside the household goes unnoticed because nobody sees all the accounts.
- Documents from past advisory meetings have to be pieced together by hand.
- When an adviser leaves the firm, their knowledge of the mandates goes with them.
The advisory rhythm runs itself.
You define once how often each segment is looked after, and Bitrix24 sets the follow-up date (Wiedervorlage) for every mandate accordingly. After each completed meeting the next appointment is set again automatically. If nobody responds, the task escalates one level, from the adviser to the assistant or to management.
An inheritance, a property purchase or a changed investment horizon can be set up as triggers that create an advisory task together with a list of documents. Emails, calls and appointments sit on a timeline on the mandate, so preparation does not start from zero.
A CRM that understands financial advice.
Generic CRMs know contacts, but not households. Add the fields you actually work with, so the system adapts to your mandates and not the other way round.
- Household and mandate structure with partners, family members and companies
- Several custodians (Depotstellen) per client, with cash and securities accounts
- Product holdings, investment goals and risk profile
- Fee, trail commission (Bestandsvergütung) and commission split
- Next client review meeting and documentation history
Your whole advisory business. One login.
Mandates, securities accounts, appointments, communication and documents in a single system, instead of a stack of tools that never talk to each other.
CRM & mandates
- Households & mandates in one place
- 360° client file with the full history
- Fees & commissions at a glance
- Custom fields: custodian, segment, risk profile, investment goal
- Pipelines for new mandates & advisory cases
Annual reviews & automation
- Follow-up dates from segment rules
- The follow-up date stays visible on the mandate
- Tasks are assigned automatically
- Rules and triggers, without programming
- Escalation when nobody responds
Communication & sales
- Telephony with call recording
- Email, WhatsApp & appointments in one place
- Bulk emails, SMS & calls to client groups
- Online forms feed enquiries straight into the system
- Invoices & online payment straight from the case
Documents & signature
- Advisory documents & minutes in one click from CRM data
- E-signature straight from the phone
- Tamper-proof, every document with a certificate
- File storage & Drive with access control
- In the client portal every client sees only their own files
Control & interfaces
- Reports & dashboards instead of Excel
- Access rights & roles for sensitive data
- Tasks & projects for your team
- Website & landing pages, without developers
- HR automation & open API
CoPilot AI
- Transcribes client conversations
- Fills the client file automatically
- Summarises advisory meetings
- Drafts follow-ups and tasks
- Built in, no extra tool needed
Every step stays traceable.
Financial data is confidential, and the course of an advisory relationship still has to be reconstructable years later. Mandatory fields and approvals can be set up so that a case carries the necessary information onward. Every change is recorded with a timestamp and the person responsible, rights reach down to field level, and both retention and hosting stay in Germany.
Spreadsheets, portals and calendars? We bring them together.
Bitrix24 brings in your contacts, households and running cases, and we carry out the migration from spreadsheets, portal exports, individual calendars or an existing CRM completely for you, so that not a single record is lost. You keep your mandates, they only get a tidier home.
15,000,000+ companies have chosen Bitrix24.
Use the most widely used CRM in the world, set up the way an advisory business really works.
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