NetFlow for Wealth Management
NetFlow is a composable suite of baseline relationship management solutions for the Australian wealth management businesses.
Built on the Salesforce Agentforce Financial Services platform and Tableau. Brought to you by Atlas Consulting, a top rated Salesforce partner for more than 12 years.
Fund managers get a running start with Salesforce!
NetFlow is a composable suite of baseline relationship management solutions for the Australian wealth management market. It is built on the Salesforce Agentforce Financial Services platform and Tableau.
NetFlow for HNI Market
Manage close relationships with high net worth investors (HNI). Grow your relationships and deliver highly personalised service.
Built for asset managers catering to high net worth investors
Keep a complete, up-to-date view of every HNI, their related investment vehicles, profile, and portfolio, and issue consolidated investor statements
Track every HNI investment vehicle, including trusts and companies, and monitor each capital call from launch to close with fundraising progress and shortlisted investors
Slice and dice investor data by preferences and investment history, then turn filtered views into actionable Salesforce campaign shortlists
Log tasks and schedule events to manage communication and follow-ups with investors
NetFlow for Institutional Market
Manage relationships with institutional investors, win mandates, track mandate performance and reporting.
Built for asset managers competing in the institutional investor market
Track every negotiated mandate term in one place, from investment restrictions to fees. Manage mandate bids from shortlisting to win / loss
A shared space for all stakeholders to coordinate communications with institutional investors and report back on how the mandate is tracking against agreed terms
Keep all mandates of an institutional investor in one connected relationship view, with a central repository of stakeholder conversations at every level throughout the mandate term
Log tasks and schedule events to manage communication and follow-ups on active mandates
NetFlow for Retail Distribution
Manage relationships with dealer groups, boutique licensees and financial planners to deepen and broaden how your products get distributed, from getting listed on platforms to earning planner recommendation to investors.
Built for fund managers and product manufacturers growing distribution through financial planners and platforms
Manage relationships with the dealer groups, boutique licensees, and planners driving demand for your products
Track how each product is progressing over time, from launch through to ongoing performance
Build targeted shortlists from your distribution network for various relationship activities from mass personalised emails to private event invitations
Keep meeting cadence and outreach history for every licensee and planner relationship
NetFlow for Private Capital
An investment administration platform purpose-built for boutique non-unitised products, connecting asset managers, investors, borrowers, and investee companies in a single environment.
Built for asset managers specialising in private capital
Track every deal through a defined pipeline, from enquiry to close, and onboard clients with a complete, verified profile, all tracked in one auditable place
Manage the full facility lifecycle, from settlement to close-out, and issue borrower statements straight from the platform
Keep a complete, up-to-date view of each investor’s profile and portfolio, and issue investor statements straight from the platform
Track how funds under management and net flows move across each asset class, and see loan book settlements, concentration, and distressed versus performing exposure
Features
NetFlow brings together powerful relationship management, intelligent insights, and connected workflows, giving wealth management teams the capabilities they need to manage relationships, uncover opportunities, and drive growth.
Salesforce Powered
Built on Salesforce platform to deliver enterprise-grade security, scalability, and extensibility.
Agentforce Sales (formerly Sales Cloud)
Manage prospects, activities, and relationships throughout the lifecycle.
Agentforce Financial Services (formerly Financial Services Cloud)
Connect financial relationships, client information, and processes within one unified platform.
AI-Powered Assistance
Use Agentforce to surface insights and support everyday relationship management activities.
Headless 360
Make NetFlow capabilities accessible wherever teams and AI agents work, powered by Salesforce’s trusted platform.
Intelligent Activity Capture
Automatically capture relevant emails and meetings to maintain complete relationship histories.
Analytics & Tableau Dashboards
Turn relationship and business data into actionable insights through interactive Tableau dashboards.
Mobile Support
Access critical relationship information and manage activities wherever business takes you.
Relationship 360
Bring borrower, investor, and relationship information together into one connected view.
Interaction Management
Capture client and prospect interactions to maintain a complete engagement history.
Prospect Re-Engagement
Identify prospects worth reconnecting with using relationship history and actionable insights.
Pipeline Management
Manage prospective, active, and matured Opportunities through customised pipelines and workboards.
Workflow Management
Configure workflows and processes to align with your organisation’s operating requirements.
Milestone Management
Track key milestones, deadlines, and progress throughout every deal and investment lifecycle.
Investment & Transaction Insights
View investments and detailed transactions, including contributions, rollovers, and other activity.
How do you get NetFlow?
If you’d like to learn more or have any questions, please send us a note and we’ll set up a time to chat.
