Made for Canadian Portfolio Managers 🇨🇦
Build Better Client Relationships
(With an Easy-to-Use CRM)
With Cloven, Wealth Management CRM, build a complete client profile — including investments, full communication history, and even relationships with other clients.
The best part? It all comes with a reliable audit trail to support compliance.
Used by top Portfolio Managers in Canada
The Problem
I need a simple, but complete overview of ALL my clients
- Inboxes/Excel to manage clients across a team is too complicated
- Basic tasks like note-taking requires navigating old and clunky UI
- Lack of integration means constant double entry
- I find myself doing the same repetitive tasks over-and-over again
Step #1
Import Your Data. We’ll Do It For You!
Whether your current clients are in Excel, or another CRM like ACT!, Equisoft, Maximizer or Salesforce, it can be imported into Cloven!
The best part? This is 100% handled by our team.
Step #2
Build Your Client Profiles
For each client, write notes, identify relationships with other clients, upload related documents and much more!
[Bonus]: If you’re thinking of selling your business one day, this hugely increases value
Step #3
Integrate With GSuite & O365
Enable pre-built integrations with GSuite & O365 Emails, Contacts and even Calendar to enhance your clients’ profiles.
This also keeps all team members up-to-date with the latest client interactions.
Step #4
Collaborate & Stay Compliant
All client interactions, notes, and documents are time-stamped and stored on Canadian servers – giving your team a full audit trail.
Need input from a colleague? Tag them in a note or assign them a task to keep things accountable and moving.
Step #5
Automate Repetitive Tasks
With up-to-date client profiles, unlock the full value of Cloven.
Want to send an annual report of active accounts, or reminders to follow-up for KYCs or annual reviews? Get this on auto-pilot with Cloven’s pre-built automations.
Is Cloven Right For Me?
Still not sure if Cloven is right for you and your business? Take our Fit Assessment Survey to determine your “CRM archetype”:
 Here’s Why Teams in Canada Are Using Cloven
“I’ve had the pleasure of working with Massimo and his team at Cloven, and I can confidently say that their CRM software is by far the best in our industry.”
Jake Sheehan, Life Design Systems
“Cloven has been a game changer for our business…we used another provider the past 10 years, and have received more from Cloven in the first 6 months than from the previous provider over the 10 years.”
Adam Bornn, Managing Partner, Parallel Wealth
“Through working with the Cloven team, I’ve been able to automate key customer touchpoints. Not only has this saved me time, but it’s led to countless upsell opportunities.”
Cory Greenspan, President, Rockfield Financial
“With Cloven, I can be confident that I’m following up with each client appropriately and no-one is falling through the cracks. It provides the system to allow us to scale our business.”
Austin Wassink, Principal Advisor, Hometown Life Insurance
Have Specific Questions?
We understand that a face-to-face conversation is sometimes best. Let's get on a call sometime to explore Cloven and get all your questions answered!
Book a demo
