The estate attorney sent you two families this year. The other one? You forgot to thank them.
Your Custodian Knows the AUM. Who Knows the Relationship?
Client nurturing and referral visibility for wealth managers
Your custodian holds the portfolio data. Your planning software holds the financial plans. But the relationships that drive growth (the CPAs who refer families, the quarterly reviews you keep postponing, the next-generation heirs you have never met) need their own system. Booked55 gives wealth managers one place to nurture client relationships, track centers of influence, and stay on top of reviews without another enterprise platform.
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Who is our ideal customer?
You are a wealth management firms that...
- You run a wealth management firm where family office relationships drive AUM
- Your average client has $500,000 or more in investable assets
- You're managing $50M to $200M in AUM but can't seem to break through
- You've tried Wealthbox or Redtail but they track AUM, not the COI relationships that grow your book
- You've hired associate advisors but they can't build trust with HNW clients
- You're in wealth management where discretion and trust close accounts, not cold outreach
What you've already tried
- Spent on HNW lead programs. Got meetings. Couldn't get the account funded.
- Cold outreach. Wealth seminars. All of it, compliance headaches with no AUM.
- Built COI relationships with CPAs and estate attorneys. Nobody referred a client.
- Started wondering if you should merge with a larger RIA.
- Lowered your minimums. Waived planning fees. Prospects still went with the wirehouse.
- Tried every wealth CRM out there. Net new AUM stayed exactly the same.
The problem was never your expertise or your pricing. You just couldn't see where in your client development process things were falling apart.
Who Is Booked55 For?
Anyone who wants to be the top 1% relationship builder in their industry.
You want more HNW clients
You're managing portfolios well but net new AUM has stalled. You need a system that helps you convert prospects, not just service accounts.
Your CRM wasn't built for boutique RIAs
Enterprise wealth platforms track accounts. But they don't show you where a $2M prospect went quiet before the transfer.
You're paying for features you don't even understand
Platform fees and CRM modules your small team will never touch. Thousands every year for complexity you don't need.
You need simple, yet "powerful"
You don't need a hundred integrations. You need ten that help you follow up after every family office meeting.
You have zero marketing budget
No ad spend. No marketing team. You need every COI introduction and follow-up to count.
You don't want to hire a marketing team
Growing overhead isn't the answer. You need more AUM from the relationships and referral network you already have.
Prospects slip through the cracks
Forgot to follow up after a discovery meeting? Lost track of a CPA referral from six months ago? That's AUM walking out the door.
Why Wealth Management Firms struggle with client relationships
Client reviews slip when markets get volatile
You meant to schedule the Henderson review last month. Then you spent two weeks on portfolio rebalancing and client calls about the downturn. Now it has been 14 months and they feel forgotten (right when they are most receptive to a conversation.
Centers of influence are invisible
That estate attorney sends you families. That CPA sends you business owners. You take them both to lunch because you have never tracked who actually generates AUM. You are investing relationship time blindly.
Next-gen relationships never get built
You have a great relationship with the patriarch. His children have accounts elsewhere because nobody logged the family structure or set a reminder to include them in the next review. Multi-generational wealth walks out the door quietly.
A pipeline built for how wealth management firms actually sell
Drag deals between stages that match your workflow. Not generic sales jargon.
Acme Corp
$42k
3d ago
Riverstone LLC
$18k
5d ago
Riverstone LLC
$18k
5d ago
Northgate Partners
$67k
2d ago
Northgate Partners
$67k
2d ago
Summit Group
$31k
7d ago
You Focus on People. We Handle the Rest.
Auto-enriched contacts, visual pipelines, AI-powered outreach, and referral tracking, so you spend less time on data entry and more time with the clients and contacts that drive your business.
Visual Pipeline Boards
Drag-and-drop Kanban boards with custom stages. See every deal at a glance, move contacts through your process, and never lose track of where a relationship stands.
Contact Management
Rich contact profiles with activity history, pipeline status, tags, social links, referral tracking, and relationship goals. Everything about a contact in one place.
Activity Tracking
AI-generated and manual tasks in one unified list. Filter by date, status, or type. Complete tasks, send emails, and reschedule, all from a single view.
Event Management
Create events, track attendance, and link contacts to them. See who attended, which pipeline stage they are in, and follow up directly from the event page.
Drag & Drop Email Builder
Design beautiful email campaigns with a visual editor. Drag content blocks, add merge tags, preview on desktop and mobile, and send personalized campaigns at scale.
Your CRM, In Your Pocket
Full CRM access on the go. Manage contacts, track activities, browse companies, create events, and switch between organizations, all from your phone.
Contact Detail
Events
Booked55 speaks your language
We built this around the terms you already use. Not generic CRM jargon you have to translate.
Client Stories
Discover how Booked55 has helped sales teams revolutionize their client engagement and relationship management.
Christian Saab, Business Owner
Using Booked55 has transformed how we engage with clients. We can now easily track interactions and personalize our approach effectively. The user-friendly interface and powerful features make it an indispensable tool for our sales team.
Frequently Asked Questions
Stop Losing Track of the People Who Matter Most
Your referral generators, past clients, and warm introductions are your most valuable assets. Booked55 makes sure you never lose touch with them.