EMPIRE Wealth Management Platform
The New Standard. Built on Trust.
MODERN AND MOBILE-FIRST
- Securely access your clients’ data from anywhere and across all devices with fully cloud-native architecture and presentation tools.
- Instead of stitching together different software solutions, bring everything — CRM, investment management, operations, sales, and reporting — into a single platform with trust-specific logic and tools built in.
- Elevate your firm’s productivity, connecting your front office and back office in real time regardless of location.
BUILT FOR RELATIONSHIPS AND GROWTH
- Keep prospect, client, and beneficiary relationships front and center with industry-first integrated CRM features, prospect tracking, and pipeline reporting.
- Track your client’s latest activity, monitor progress toward individual goals, and create visual family structures to simplify complex family relationships with contact cards.
CUSTOMIZED TO YOUR NEEDS
- Use configurable workflows to fit your team structure and adjust the modular design to support your evolving business needs.
- Each user enjoys a personalized experience with user-specific dashboards for monitoring their most important tasks and data.
- Deliver personalized client experiences with customizable statements, flexible account structures, and a configurable client portal/mobile experience.
SEE EMPIRE IN ACTION
Explore screenshots of our cloud-native wealth management platform and see how it enables cross-team collaboration and empowers your team with real-time data.
EMPIRE® FEATURES: CUSTOMIZE TO GET EXACTLY WHAT YOU NEED
We built the most advanced trust accounting application from the ground up. And we keep building. Using constant feedback from users, we've created features that can be added onto the EMPIRE platform, giving you a robust, scalable, customized solution that helps you take care of your customers.
Committed To You
Infovisa® is trusted nationwide — by community banks, trust companies, and wealth management firms — for our commitment to partnership, responsive service and decades-long track record.
Empire was shaped by years of customer feedback, service experience, and trust-specific insight to deliver wealth management software that fits your working style. If you decide to use the platform, you’ll work with a dedicated onboarding team, transparent timelines, and personalized support.
BOOK YOUR DEMO
Get a walkthrough of Empire’s functionality, workflows, and tools to see how it can help you serve your clients and build stronger relationships.
Schedule a Demo