A CRM for financial advisors, built around client goals
Northmark Wealth OS runs the whole advisory lifecycle — enquiry, qualification, goal mapping, proposal and funded mandate — with the goal behind the money on every record.
What advisors get out of the box
Goal-first client records
Every record carries the life goal behind the money — retirement, education, liquidity event — so reviews start from what the client is actually trying to do.
Six-stage advisory pipeline
New lead through qualified, goal mapped, proposal, won and funded, with value tracked at each stage rather than a generic sales funnel.
AI triage and next best action
New enquiries are summarised, categorised by goal and urgency, scored for conversion, and given a suggested next step an advisor reviews before acting.
Role-based access
Advisors see their own book. Managers and admins see the whole firm. Enforced in the database, not just the interface.
Tasks, notes and audit trail
Follow-ups, call notes and meeting records sit on the client timeline, and relationship changes are recorded in a change history.
Import, export and invites
Bring an existing book in by CSV with flexible column mapping, export at any time, and invite colleagues from the admin console.
How it differs from a generic sales CRM
| Generic CRM | Northmark Wealth OS |
|---|---|
| Deals measured only in commission | Relationships measured in assets under advice and the goal being funded |
| Manual assignment of new enquiries | Enquiries routed automatically on city, wealth band and advisor capacity |
| Everyone sees every record | Advisor, manager and admin scopes enforced by row-level security |
| Notes scattered across inboxes | One timeline per client: calls, meetings, emails, AI briefs and tasks |
Nothing sits unattended
A needs-attention view surfaces stalled relationships, overdue follow-ups and fresh enquiries that no one has answered yet, so the book keeps moving without a weekly spreadsheet review.
Start with your goal
Tell us what you're working towards and we route you to the advisor covering your city and wealth band.