Household-first data model
Built around relationships, heads of household, spouses, beneficiaries, trustees, and the entities that hold the assets. Not flat contact rows that imply a family is only one person.
A CRM that thinks in relationships, not funnel stages.
Generic CRMs treat trusted advisors like sales reps and your clients like cold leads. Our CRM is built for relationship-led finance, designed for wealth managers, family offices, banks, and insurers. Everything starts with the relationship, the entities, and the multi-generational connections. All touchpoints are gathered automatically, by a CRM that's compliance-ready and natively connected to your Market Site.
Coming soon
Inside the CRM
Design around relationships, and deals will follow.
The three capabilities that stand out in every demo, the lean-in moments most firms tell us their CRMs simply don't have.
crm.codesm.finance / households / whitfield
Household
The Whitfield Family
Total AUM
$42.8M
Linked entities · 5
Joint Trust
$18.4M
Roth IRA · M
$3.2M
Roth IRA · S
$2.9M
Family LLC
$11.8M
Foundation
$6.5M
Members · 4
Margaret Whitfield
Head · 68
Samuel Whitfield
Spouse · 71
Caroline Whitfield-Lee
Heir · 41
David Whitfield
Heir · 38
AI suggested next touch
Send Caroline the Next-Gen Wealth Transfer guide, she opened the Legacy Report last week.
01 · Household view
Every relationship, in a single view.
The household, the spouses and partners, the heirs and dependents, the trusts, the foundation, the holding company, all linked, all visible, all tagged with the next required action. Custody balances synced as read-only from Schwab, Fidelity, Pershing, and Goldman Sachs.
- Custody balances read-only from Schwab, Fidelity, Pershing
- Entity links: trusts, foundations, LLCs, IRAs, beneficiaries
- Compliance archival on every interaction
02 · Communications
Email, SMS, and calls, all captured automatically.
Every email is auto-logged from your inbox. SMS are sent and received from a compliant number, archived to books-and-records. Outbound calls and meeting recordings transcribed and attached to the right household, with no manual entry.
- Inbox sync · Gmail, Outlook, Exchange
- Compliant SMS · archived to books-and-records
- Call recording & transcription · automatic household tagging
crm.codesm.finance / inbox / margaret-whitfield
Channels
- Email 14
- SMS 3
- Calls 1
- Notes 8
Q3 Review · Whitfield Family
14 messages · 3 participants
Margaret Whitfield
· Yesterday · 4:18 PM
Hi Anna, Sam and I read the Legacy Report you sent. Caroline wants to be in the next conversation. Could we do mid-October?
Anna Castillo
· You · 30 min ago
Margaret, wonderful. I'll have Caroline meet me first, then the three of you for the family meeting…
SMS · (415) ●●● ●●●●
· 12 min ago
Anna: Sounds great, looking forward to it. M
Archived to books-and-records · Retention policy: 5 years
crm.codesm.finance / meeting · live
Recording · 28:14
Caroline Whitfield-Lee · Discovery
Live transcript
Caroline · 27:41
"…my biggest concern is honestly the foundation. We've never had a real strategy for it, and I think Mom would be open to making that more meaningful."
Anna · 28:03
"That's such a good signal. Let me bring our philanthropic strategist into the family meeting…"
Firm AI · drafting follow-up
Next steps extracted
- Schedule family meeting · 3 attendees · October
- Loop in Philanthropic Strategist · Marcus Beale
- Send Foundation Strategy primer · before meeting
03 · AI Note-taker
A senior advisor's memory. Without the memory.
Our AI Note-taker attends every client and prospect meeting. It transcribes, summarises, extracts next steps, drafts the follow-up email, and updates the household record, before you've left the room. You review and approve in 30 seconds.
- Joins Zoom, Meet, Teams, and in-person via app
- Drafts follow-up email + updates the household record
- You review in 30 seconds before anything is sent
Capabilities
Each client is at the centre of their own network. Everything else flows from there.
Eight capabilities that relationship-led finance teams need on day one. All are available through our platform from the start.
Custodian-agnostic sync
Read-only integrations with Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX360, and Goldman Custody Solutions. No custodian migration required.
Compliance-ready archival
Every email, text, note, and meeting recording captured with retention-policy logic out of the box. Books-and-records audit trail one click away.
Intent signals from your Market Site
Read the intent signals from AI conversations, gated reports, and calculator sign-ins to your Market Site. See which content each prospect is engaging with before their first discovery call.
Generational transfer tracking
Map the heirs, the trustees, and the big-picture timeline. Take action before upcoming wealth-transfer events, not after the next generation has left for a competitor.
Next actions suggested by AI
Smart recommendations for the next email, the next review meeting, the next gated insight to send, all learning from the prospect's actual behaviour on your Market Site.
Concentrated-position monitoring
Proactively flag single-stock concentration risk. Highlight diversification scenarios before they become a tax-loss-harvest emergency.
Pipeline by priority / opportunity
Analyse your pipeline by AUM tier and prioritise advisor time where the relationship value has the highest opportunity, or the risk is greatest.
Integrated Market Site behaviours
See each prospect's behaviour before the first call.
Every gated insight downloaded, every calculator session run, every AI conversation logged, all attached to the right relationship record automatically. Your advisors walk into the meeting already knowing the questions to answer.
See how Market Sites feed the CRM →Ready to grow?
Book a 20-minute consultation.
We'll learn about your firm, your prospect funnel, and your next quarter, then walk you through which of our products will move the needle first.