CRM for Wealth Managers Who Value Relationships
AI-powered CRM built for wealth management. Track relationships, automate admin, and stay compliant—without enterprise pricing.
The Wealth Management Challenge
Traditional CRMs weren't built for how wealth managers work
Scattered Client Data
Client information spread across spreadsheets, emails, and legacy systems. No unified view of client relationships.
Manual Administrative Work
Wealth managers spend 40% of time on admin instead of serving clients. Meeting notes, contact updates, and reporting consume hours.
Compliance Complexity
GDPR, MiFID II, and local regulations require detailed audit trails. Legacy CRMs weren't built for financial services compliance.
Expensive Enterprise Systems
Salesforce or specialized wealth management platforms cost $25-300/user/month. Too expensive for growing firms.
Your AI-Powered Team
10 virtual employees that work 24/7 to support your practice
Scout AI
Lead Discovery
Finds new prospects and identifies referral opportunities from your existing network.
Virtual SDR
Outreach
Qualifies leads and schedules meetings with qualified prospects.
Calendar Agent
Meeting Prep
Prepares client briefing notes from all available data before every meeting.
Marketing Agent
Communications
Sends personalized client communications at scale.
Built for Wealth Management
Features designed for how modern wealth firms operate
Relationship Intelligence
AI automatically tracks all client interactions—emails, meetings, calls. Never lose context on a client's history or preferences.
Portfolio-Aware CRM
Link client profiles to their portfolios, investments, and goals. See the full picture before every client meeting.
Automated Meeting Notes
AI joins video calls, transcribes conversations, and extracts action items. Meeting summaries auto-sent to client files.
Compliance Built-In
Audit trails for every interaction. GDPR-compliant data handling. EU-hosted with no US jurisdiction exposure.
Unlimited Team Members
Add your entire team—at no extra cost. Perfect for firms with multiple advisors, paraplanners, and support staff.
Multi-Generational Tracking
Track family wealth across generations. Identify relationship networks and succession planning opportunities automatically.
Compliance You Can Trust
Built from the ground up for European financial services regulations
GDPR Compliant
Purpose-built for GDPR requirements. Data minimization, consent management, and deletion rights built-in.
EU Data Residency
100% EU-hosted in Frankfurt and Amsterdam. No US Cloud Act exposure. Your data never leaves Europe.
Audit Trails
Complete interaction history for every client. Export audit reports for regulatory compliance.
How We Compare
Enterprise capabilities without the enterprise price tag
| Feature | WorkChi | Salesforce | HubSpot |
|---|---|---|---|
| Starting Price | $39/mo | $150+/user/mo | $50+/user/mo |
| Users Included | Unlimited | Per user | Per user |
| AI Meeting Notes | Included | Add-on | Limited |
| EU Data Residency | ✓ Frankfurt/Amsterdam | Limited | ✗ US only |
| Compliance Features | Audit trails, GDPR | ✓ | Basic |
| Relationship Intelligence | AI-powered | Add-on | Limited |
Wealth Managers Who Made the Switch
"WorkChi gives us Salesforce-level capabilities at 1/10th the cost. The AI meeting notes alone save each advisor 5+ hours per week."
"GDPR compliance was painful with our old US-based CRM. WorkChi's EU hosting solved it instantly."
Ready to Transform Your Practice?
Join hundreds of wealth managers using WorkChi to build stronger client relationships.
No credit card required. Full access to all features.
See Your ROI
Calculate how much you could save by switching to WorkChi. Unlimited users, flat pricing, AI included.