Suitability, AUM, and reviews — every touch on the audit trail.
Wealth management runs on relationships and regulatory rigor. Nova captures suitability at onboarding, monitors AUM by household, and triggers quarterly portfolio reviews automatically — with every advisor touch on an immutable audit trail.
Want the whole picture? See how every FLAIRE product fits Wealth Management.
See FLAIRE for Wealth ManagementStages built for how deals actually close
Pre-configured pipeline stages tailored to this industry. Customize freely — these are starting points, not rigid templates.
Industry-specific data, captured automatically
Fields seeded the moment you pick this industry during onboarding — no need to configure each one manually. Add, rename, or remove anytime from Settings.
Workflows pre-configured for this industry
Triggers, conditions, and actions ready out of the box. Disable any that don't fit, or wire your own with the workflow builder.
Regulatory steps, baked in
FINRA / SEC suitability documented per recommendation, KYC refreshed on a schedule, immutable audit trail per touch, and supervisory review queue for principals.
Compliance reviews used to take a week. Now we run them in an afternoon because every advisor touch is already logged with the suitability context attached.
Different industry? We've got that covered, too.
See every industry Nova is built for — pipelines, fields, automations, and compliance ready on day one.
15-day trial · No credit card required · Industry config seeded automatically