A CRM for Financial Advisors and Financial Services Teams
Financial services professionals manage client portfolios, referral networks, and ongoing relationship touchpoints. Relecca provides a structured workspace for all of these.
Target Use Cases
Relecca solves operational issues specific to Financial Services workflows:
Client Book Management
Keep a complete record of every client's relationship history and portfolio context.
Referral Tracking
Log and track warm referrals from advisors, accountants, and attorneys.
Client Notes & Documents
Record important notes and attach documentation to client records.
Client Relationships Under Scrutiny
Financial services relationships depend on knowing what was said, when, and by whom. Keeping that on the record makes it easy to find later.
- Chronological activity history on every supported record.
- Every creation, status change and reassignment attributed to a named user.
- Documents attached with upload metadata.
- Import and export history you can review.
Access Control That Can Be Demonstrated
Being able to show who can see what matters as much as configuring it. Role-based permissions defined centrally are reviewable in a way that per-person rights are not.
- Permissions set per module and sub-module for each role.
- Roles defined centrally and assigned to people.
- Users only see the modules their role allows.
- Two-factor authentication and email verification.
Advisers, Clients and Continuity
Client relationships in this sector outlast individual advisers, and handovers have to be complete rather than approximate.
- Organizations and individuals as linked records.
- Full history available to whoever inherits the relationship.
- Ownership reassigned explicitly, with nothing lost.
- Your organization working in its own separate workspace.
Set up Relecca for Financial Services
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Thursday, August 27, 2026