NetFlow for Wealth Management
A composable suite of relationship management solutions that helps asset managers deliver highly personalised service and win institutional mandates, while helping fund managers manage complex distribution.
NetFlow HNI
Manage close relationships with high-net-worth investors, including family offices and their investment vehicles, and deliver highly personalised service.
Built for asset managers catering to HNI investors
Keep every HNI and their related investment vehicles in a single, connected relationship view
Focus on the HNI relationship specifically, instead of a generic tool stretched across retail or institutional markets too
Keep a complete, up-to-date view of each investor’s profile and portfolio, and issue investor statements straight from the platform
Track every investment vehicle an HNI uses, including trusts and companies, not just their individual account
Track each capital call from launch to close, including its fundraising target, progress, and shortlisted investors
See fund performance breakdowns, allocations, and exposure across every investment, pulled straight from your data
Slice and dice your investor base by preferences and rolled-up investment data with a purpose-built page
Turn any filtered view into an actionable shortlist and push it straight into a Salesforce campaign
Log tasks and schedule events to manage communication and follow-ups with investors
NetFlow Institutional
Compete for mandates from institutional investors and super funds, and stay on top of the compliance and reporting they require.
Built for asset managers competing in the institutional investor market
Track competing bids for the same mandate as a funnel, from pitch to win or loss, instead of a static list
Track every negotiated mandate term in one place, from investment restrictions to fees
Track key-person risk on any mandate tied to a specific manager or specialist team
See everyone involved and terms for a mandate, all in one place
Report back to institutional investors on how their mandate is tracking against the agreed terms
Keep every mandate an institutional investor holds with you tied to one connected relationship view, rather than treated as separate, disconnected ones
Respond to the recurring due diligence questionnaires institutional investors send to monitor an active mandate, without digging up the same information twice
Log tasks and schedule events to manage communication and follow-ups on active mandates
NetFlow Adviser
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 a place on planners’ approved product lists.
Built for fund managers and product manufacturers growing distribution through financial planners and platforms
Track which dealer groups and boutique licensees give your products access to their approved planner networks
Manage relationships with the dealer groups, boutique licensees, and planners driving demand for your products
Track how products move from manufacturer through platforms and licensees to the planners who bring them to investors
Track how each product is progressing over time, from launch through to ongoing performance
Include product performance visualisations directly within your communications and updates to dealer groups, licensees, and planners
Build targeted shortlists from your distribution network, instead of reaching out to every dealer group, licensee, and planner at once
Keep meeting cadence and outreach history for every dealer group, licensee, and planner relationship, so none of them go stale
Connect the whole distribution web in a single place, instead of fragmented spreadsheets and manual extraction
Log tasks and schedule events to manage communication and follow-ups with planners and licensees
NetFlow Private Capital
An investment administration platform purpose-built for boutique non-unitised products, connecting fund managers, investors, borrowers, and investee companies in a single environment.
Built for asset managers specialising in private credit
Track every deal through a defined pipeline, from enquiry to close
Onboard clients with a complete, verified profile, all tracked in one auditable place
Manage the full facility lifecycle, from settlement to close-out, all in one place, and issue borrower statements straight from the platform
Define and manage interest and repayment terms for every facility and investment, with changes submitted for approval and a full history maintained over time
Automate interest capitalisation across facilities and investments
Track each capital call from launch to close, including its fundraising target, progress, and shortlisted investors
Keep a complete, up-to-date view of each investor’s profile and portfolio, and issue investor statements straight from the platform
Launch and track relationship campaigns, monitor prospects and interactions, and stay ahead of investor servicing tasks so no request is missed
Track how funds under management and net flows move across each asset class
See loan book settlements, concentration, and distressed versus performing exposure across every facility, alongside a complete view of each borrower’s profile and exposure
Flexible data import by asset class and export of holdings and transaction history
Log tasks and schedule events to manage communication and follow-ups with investors and borrowers
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 to deliver enterprise-grade security, scalability, and extensibility.
Agentforce Sales (formerly Sales Cloud)
Manage prospects, activities, and relationships throughout the lifecycle.
Agentforce for 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 deals 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.
Interested in 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.
