Your Custodian Knows the AUM. Who Knows the Relationship?
The estate attorney sent you two families this year. The other one? You forgot to thank them.
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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Built-in
Referral tracking
Full
Client history
Simple
Review reminders
Sound Familiar?
These are the problems we hear from wealth management firms every day.
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.
Your Pipeline, Your Way
How Booked55 Fits Your Workflow
See Your Referral Network Clearly
Every contact has a referral source. Over time you will see which CPAs, attorneys, and existing clients actually drive new AUM) so you can thank the right people and invest time where it compounds.
Never Miss a Client Review
Set up a review pipeline with stages that match your service model: annual, semi-annual, or event-triggered. Booked55 reminds you when it is time to reach out, so clients never feel like an afterthought.
Walk Into Every Meeting Prepared
Ask the AI what you discussed with this client last quarter. Every note, email, and conversation is on their timeline. You show up knowing the full story, even if your last meeting was a year ago.
Stay Top of Mind Between Reviews
Send a quarterly planning insight or market commentary to key clients and COIs. AI helps draft something personal. Ten minutes of outreach keeps you present without another marketing platform.
Built around how you already think about your business
Frequently Asked Questions
Does Booked55 connect to my custodian or portfolio system?
Booked55 is the relationship layer, not a portfolio tool. It sits alongside your custodian and planning software to track who referred whom, when you last spoke, and when the next review is due.
Is Booked55 compliant for wealth management firms?
Booked55 is a relationship CRM with full activity logging. It is not a compliance archiving system. Emails sent through Booked55 should be archived per your firm's existing SEC/FINRA requirements, just like any other communication channel.
Can I track household relationships and family members?
Yes. Link contacts to companies and tag family relationships. See the full picture of who you know at each household and which members still need to be included in planning conversations.
How is this different from Redtail or Wealthbox?
Booked55 is simpler and built for small teams that sell on relationships. You get pipeline visibility, referral tracking, AI-assisted outreach, and email campaigns without the complexity of advisor-specific enterprise tools.
Can I track AUM context on client records?
Use custom fields and notes to record AUM tiers, service model, and review cadence. Booked55 focuses on relationship management (the conversations and follow-ups that keep clients engaged regardless of market conditions.
I am a solo RIA. Do I need a CRM?
Especially as a solo advisor. When your entire practice depends on relationships and you are managing portfolios, planning, and business development yourself, one place to track referrals, reviews, and follow-ups is how you grow intentionally instead of by accident.
Wealth Grows Through Relationships. Track Them.
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