CapitalBase.com
Financial Software · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
114 Algonquin Rd, Pittsburgh, Pennsylvan...Phone Number
(717) 951-6517Website
www.capitalbase.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About CapitalBase.com
CapitalBase is a financial services software company based in Pittsburgh, PA, specializing in comprehensive wealth management front office solutions. Their offerings include a robust Customer Relationship Management (CRM) system, sales workflows, trust account compliance workflows, and enterprise referral management, all designed to enhance client relationships and operational efficiency. With over 13 years of experience, they cater to investment managers, private banks, broker/dealers, and other financial professionals, helping them achieve significant gains in productivity and process improvement. CapitalBase's technology is built for flexibility and ease of integration, ensuring that clients can customize their systems without the need for extensive consulting or installation.Explore more
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CapitalBase is a financial services software company based in Pittsburgh, PA, specializing in comprehensive wealth management front office solutions. Their offerings include a robust Customer Relationship Management (CRM) system, sales workflows, trust account compliance workflows, and enterprise referral management, all designed to enhance client... Read More
