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About GP Wealth Workspace
GP Wealth Workspace is a financial advisory practice management tool that allows advisers and their teams to track clients, prospects, and funds under management (FUM). The platform includes features such as a client and prospect tracker, a prospect funnel, FUM tracking and pipeline views, reminders, upcoming actions, and adviser code management. It integrates with Shaw and Partners and offers a Portfolio Intelligence module that analyses Praemium consolidated portfolio reports directly in the browser, providing risk flags, benchmark comparisons, return attribution, income estimates, asset allocation breakdowns, and AI-powered insights using an Anthropic API key entered by the user.
- Website
- gpwealthcrm.com
