Control the data and you control the Client Journey
Combine data from all your systems, display it via an intuitive MI dashboard, slice and dice it as you wish. Customise displays per user, so they only see the information needed for their role.
Contengo’s two-way automated integration copies your Wealthcraft data to the Contengo Data Platform and your other systems (e.g. Microsoft 365 applications, Finance GL, HR systems, Cashflow Planning etc), and pushes data from those same systems back into Wealthcraft, streamlining processes and eliminating errors.
This also enables you to use Contengo’s best-in-class Client Reporting, Client Portal, Online Fact-Find, MI Dashboards, Mobile Client App and other Contengo products in the future. For example, client details from your fact find, or new policies and transactions from platforms will appear automatically in Wealthcraft when they are added elsewhere. Exception reporting can compare what’s on Platform to what’s recorded in the back office for data quality monitoring.
3 Steps to Break Free from Complexity and Excel
Arrange Your Demo
Let us show you how we are helping firms streamline their operations.
We'll Complete the Set-Up
We will go through an Onboarding process to link all the systems & data you need.
Watch Your Business Scale & Thrive
Create a feeling of excellence in your proposition for both your clients and staff.
Our Wealth Management Solutions
Why Choose Contengo
We have been working in this industry for over 13 years and have delivered award winning products. Our combination of technical expertise and understanding of business has been called out and highly praised on multiple occasions.
Over 8,000 users log in to Contengo systems, overseeing £19bn in assets, with 650 provider firms accessing Contengo portals regularly. This has all been achieved in just three years because we have delivered on our promises and engendered the trust of our customers.
We guarantee working with Contengo will reap results for your business; we take full responsibility for leaving you with a working system. We will always work in the best interests of our customers.