A little clarity. A lot more possibility. Welcome to your workspace.
Oct 1 – 31, 2026
CLIENT RELATIONSHIPS. INTELLIGENTLY CONNECTED.
Less administration. More human connection.
Explore how financial teams could bring clients, workflows, and AI-assisted insights into one thoughtfully connected workspace.
Assets under management
$42.8M
↗ 12.8% vs. previous month
Active relationships
128
↗ 8 new this month
Opportunity pipeline
$6.24M
↗ 18.6% vs. previous month
Follow-ups to complete
4
2 due today a little nudge goes a long way
Growing together
Assets under management · illustrative USD values
$42,800,000 ↗ 12.8% this period
Current periodPrevious period
Relationship-led growth. See the bigger picture, then focus on the next conversation.
People behind the portfolio
Your client relationships, all in one place
Ahead in your day
Example schedule
09:30 AM
Quarterly review
Olivia Bennett · 45 minutes
Video meeting
OB
11:00 AM
A new chapter
James Chen · Discovery call
Onboarding
JC
02:30 PM
Planning, together
Sophia Patel · 30 minutes
Annual planning
SP
A connected view of every relationship
Search, segment, and open a client profile to explore the experience.
FROM FIRST HELLO TO LONG-TERM TRUST
Move relationships forward.
A shared pipeline keeps the next step visible. Try moving an example opportunity between stages.
Illustrative pipeline
Make the follow-through feel effortless
Complete sample tasks, or add one of your own. Demo changes stay in this browser.
Relationship mix
Illustrative segmentation · 128 example relationships
Wealth management64 clients · 50%
Financial planning32 clients · 25%
Business advisory20 clients · 16%
Family office12 clients · 9%
From insight to action
CONCEPT
Know your clients. See what comes next.
CRMWood brings a modern interface to relationship management: context before conversations, clear ownership, and a human review step for AI-assisted work.