Household-first data model
Built around relationships, heads of household, spouses, beneficiaries, trustees, and the entities that hold the assets. Not flat contact rows that pretend a family is one person.
A CRM that thinks in relationships, not deal stages.
Generic CRMs treat your team like sales reps and your clients like leads. Ours is built for relationship-led finance, wealth managers, family offices, banks, and insurers, with wealth as the deepest fit. It starts with the relationship, the entities, the multi-generational arc, and works outward from there. Custodian-agnostic, compliance-ready, natively connected to your Market Site.
Coming soon
Inside the CRM
Built around the relationship. Not the deal.
Three capabilities that show up in every demo, and that most incumbents simply don't have.
crm.codesm.finance / households / whitfield
Household
The Whitfield Family
Total AUM
$42.8M
Linked entities · 5
Joint Trust
$18.4M
Roth IRA · M
$3.2M
Roth IRA · S
$2.9M
Family LLC
$11.8M
Foundation
$6.5M
Members · 4
Margaret Whitfield
Head · 68
Samuel Whitfield
Spouse · 71
Caroline Whitfield-Lee
Heir · 41
David Whitfield
Heir · 38
AI suggested next touch
Send Caroline the Next-Gen Wealth Transfer guide, she opened the Legacy Report last week.
01 · Household view
Every relationship, on one screen.
The household, the spouses, the heirs, the trusts, the foundation, the holding company, all linked, all visible, all tagged with the next required action. Custody balances synced read-only from Schwab, Fidelity, Pershing, and Goldman.
- Custody balances read-only from Schwab, Fidelity, Pershing
- Entity links: trusts, foundations, LLCs, IRAs, beneficiaries
- Compliance archival on every interaction
02 · Communications
Email, SMS, and calls, captured automatically.
Every email auto-logged from your inbox. SMS sent and received from a compliant number, archived to books-and-records. Outbound calls and meeting recordings transcribed and attached to the right household, no manual entry.
- Inbox sync · Gmail, Outlook, Exchange
- Compliant SMS · archived to books-and-records
- Call recording & transcription · automatic household tagging
crm.codesm.finance / inbox / margaret-whitfield
Channels
- Email 14
- SMS 3
- Calls 1
- Notes 8
Q3 Review · Whitfield Family
14 messages · 3 participants
Margaret Whitfield
· Yesterday · 4:18 PM
Hi Anna, Sam and I read the Legacy Report you sent. Caroline wants to be in the next conversation. Could we do mid-October?
Anna Castillo
· You · 30 min ago
Margaret, wonderful. I'll have Caroline meet me first, then the three of you for the family meeting…
SMS · (415) ●●● ●●●●
· 12 min ago
Anna: Sounds great, looking forward to it. M
Archived to books-and-records · Retention policy: 5 years
crm.codesm.finance / meeting · live
Recording · 28:14
Caroline Whitfield-Lee · Discovery
Live transcript
Caroline · 27:41
"…my biggest concern is honestly the foundation. We've never had a real strategy for it, and I think Mom would be open to making that more meaningful."
Anna · 28:03
"That's such a good signal. Let me bring our philanthropic strategist into the family meeting…"
Firm AI · drafting follow-up
Next steps extracted
- Schedule family meeting · 3 attendees · October
- Loop in Philanthropic Strategist · Marcus Beale
- Send Foundation Strategy primer · before meeting
03 · AI Note Taker
A senior advisor's memory. Without the memory.
Our AI joins every client and prospect meeting. It transcribes, summarises, extracts next steps, drafts the follow-up email, and updates the household record, before you've left the room. You review and approve in 30 seconds.
- Joins Zoom, Meet, Teams, and in-person via app
- Drafts follow-up email + updates the household record
- You review in 30 seconds before anything is sent
Capabilities
The relationship is the unit. Everything else flows from there.
Eight capabilities that relationship-led finance teams need on day one, built into the platform from the start.
Custodian-agnostic sync
Read-only integrations with Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX360, and Goldman Custody Solutions. No custodian migration required.
Compliance-ready archival
Every email, text, note, and meeting recording captured with retention-policy logic out of the box. Books-and-records audit trail one click away.
Engagement signals from your Market Site
Native handoff from Firm AI conversations, gated reports, and calculator sign-ins. See which insight a prospect read before the discovery call.
Generational transfer tracking
Map the heirs, the trustees, and the timeline. Get nudged ahead of the next-gen wealth event, not after the family has gone to a competitor.
AI-drafted next-touch suggestions
Smart recommendations for the next email, the next review meeting, the next gated insight to send, drawing on the prospect's actual behaviour on your Market Site.
Concentrated-position monitoring
Flag clients with single-stock concentration risk. Surface diversification scenarios before they become a tax-loss-harvest emergency.
Pipeline by household tier
Slice the pipeline by AUM tier and allocate advisor time where the relationship value is highest.
Native Market Site loop
See the prospect's behaviour before the first call.
Every gated insight downloaded, every calculator session run, every Firm AI conversation logged, all attached to the right relationship record automatically. Your team walks into the meeting already knowing the question.
See how Market Sites feed the CRM →Ready to grow?
Book a 20-minute consultation.
We'll learn about your firm, your prospect funnel, and your next quarter, then walk you through which of our products will move the needle first.