NetfolioCRM
Stricter compliance requirements demand precise management of customer data. NetfolioCRM by Alphasys is a comprehensive, browser-based solution that simplifies processes, increases efficiency, and ensures Know Your Customer.
NetfolioCRM
NetfolioCRM is fully integrated, reduces duplicate data entries, and improves data quality. It can also be used as a standalone system and supports complex client relationships.
All contacts, tasks, workflows, and documents are centrally recorded - clear, traceable, and efficient.
Data hosting
The data is securely hosted either in Switzerland or by the Netfolio client themselves. Data protection and security are top priorities and fully ensured.
What NetfolioCRM delivers
Centralized management of customer data
Contracts and documents including validity
Traceability of all customer interactions and changes
Proven KYC structure
Custom BRIR criteria and risk profiling
Audit-ready reporting
Features
NetfolioCRM consolidates all key information about clients, contacts, and interactions in one place. Tasks, activities, notes, and documents are integrated along with compliance-relevant data. The features are practice-oriented, continuously enhanced, and always provide you with a clear overview of relationships, processes, and open to-dos.
Record and visualize complex relationship structures between contracting parties, beneficial owners, and other contacts. These relationships make dependencies and interconnections instantly visible.
Create manual journal entries or use predefined templates. Entries are automatically locked after a certain period - for audit security and traceability.
Plan and manage individual tasks with notification functions. Recurring processes can be bundled into workflows.
Record KYC data depending on the type of person (individuals, legal entities, or structures). Dynamic risk assessment supports the identification of business relationships with increased risk (BRIR).
Upload documents manually or automate imports via banking interfaces. Optionally supported by status tracking and completeness checks.
Contact
Rely on our many years of experience in client and relationship management. Since 2003, we have been supporting wealth managers with practical CRM solutions - talk to us about your requirements and internal guidelines.
