Wealthmax PM CRM

A modern financial CRM for managing customers, policies, leads, and cases — built for wealth management professionals.

Explore the API Test SignalR Hub iPipeline Fetch Quotes
Customer 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.
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