Wealth Management

The most advanced platform for Wealth Management

The best market, person and company data, without separate subscriptions, manual entry, or messy integrations. All in one and purpose built to help wealth management identify, access, close and manage

Advanced client prospecting and relationship mapping, using millions of public and private datapoints

Prospect millions of people, directly or via their company, by 20+ variables including company momentum, industry, location, stage, funding status, and many more

Prospect potential clients inside of investor portfolios via intelligence from 500K+ investments across 10000+ investors

Filter prospects by your private information including activity and opportunity history, relationships and other private and custom data – something not possible on Linkedin, Zoom info, and elsewhere

Get the best introductions by mapping strongest relationships paths to companies of interest via Pathpower, which combines the entire firm’s social graph to chart ideal paths to company employees, investors, advisors and board members

01
A person reflecting on their connections

Track clients through fully customizable sales processes

Track the status of each client sales process, with full customization of opportunity stages and fields

Bring your own data with extensive support for ingestion and syncing of custom data from existing systems

Track key internal and external roles related to each client process with automatic activity updates

02

Identify and nurture your most valuable client and other relationships, without stale or duplicate data

Identify and track your most valuable referrers of current and potential clients, advisors, and other valuable business relationships

Get alerted to job changes and updated contact information seamlessly with automated contact update, alerts, and smart-merge

Follow critical client company news and updates through our integration to Google News and associated alerts

03

Get a complete picture of the past, with emails, meetings, notes and more–automatically synced and merged in the background

Seamlessly track clients across years or decades of interactions with Privacy-first autosync of all emails and meetings with fully automated merge

Robust built in notes functionality with tables, images, files, and “@ mention”references allow you to “connect dots” across conversations

Integrates with your campaign management system (i.e. Mailchimp) to maintain a complete picture of candidate and client interactions with your content

04

Leverage the most up to date contact information

Rings automatically keeps job, title and contact info updates for millions of people globally, so you don’t have to

Supplementary contact info is automatically synced from users’ inboxes and shown side-by-side with Rings global data

05

Plus these benefits:

Logo Rings

Auto syncing of emails and meetings, with smart visibility

Rings automatically syncs your Ring's emails and calendar appointments, from G Suite or Office 365, and surfaces their contents and files on all of the right companies and people.

And with our smart visibility, you can rest easy knowing that their contents will only be seen by those you expect.

Logo Rings

Automatically see common investments and relationships, to come prepared to every meeting and zero-in on value

Stop relying on serendipity and clicking endlessly between screens and to gather insights.  

Rings XRM connects the dots for you, surfacing critical interconnections between your business goals and your firm’s network, deal and activity history, and so much more.

Privacy First

Place yourself, your team or your entire company into our unique "Rings," with only those within that Ring being able to see the private data entered and synced from their colleagues.

Best of all, all Ringmembers still get the latest of Rings always-updated community dataset, right alongside!

Logo Rings
Logo Rings

Intuitive customization without coding

We know every customer is different, so Rings was built for easy custom-tailoring: from investment types, to how you manage your network and the intricacies of your deal process.

Lightning fast onboarding, paired with Rings Concierge gets your team going fast

With our wealth of market data, Rings already knows many of the people, companies and deals that matter to you and your “Rings Concierge” can fill in the rest -  making onboarding a breeze.

Logo Rings

The future of networking is relationship marketing. Create your Ring.

We map your  firms relationships and find you the strongest path to a new connections to your most important companies and people

Book a Demo