CRM Documentation
Comprehensive documentation for Wealthie's Client Relationship Management platform will be available soon. Our CRM system is designed specifically for New Zealand financial advisers and includes features for household management, document libraries, task management, workflow automation, and more.
Planned Features
Household Management
Document Library
Task Management
Workflow Automation
Notes & Transcription
SQL Chatbot
Organization Collaboration
Security & Compliance
Stay Updated: Documentation will be added as features become available. Check back regularly for updates or contact us for early access information.