Wealthmax PM CRM
A modern financial CRM for managing customers, policies, leads, and cases — built for wealth management professionals.
Explore the APICustomer Management
Centralised client records with full contact and relationship tracking.
Policy & Product Tracking
Monitor financial products, policy statuses, and renewal timelines in one place.
Leads & Cases
Track leads through the pipeline and manage advisory cases from start to finish.
Integrations
Connect with IPipeline, Azure services, and other third-party platforms.
Loading...
Checking system health...
Unable to reach the health endpoint.
System Health
Checked:
Response:
Database:
Build:
Health Checks
| Name | Status | Description | Duration |
|---|
.NET 10
|
PostgreSQL
|
Entity Framework Core
|
JWT Authentication
|
OpenAPI / Swagger