Delvoro : CRM Software Development
Summary
Delvoro Financial Advisory Group is an independent wealth management advisory firm with fourteen offices across the United States, serving high-net-worth individuals, family offices, and small business owners through 320 advisors managing relationships across financial planning, investment, and insurance products.
About Delvoro Financial Advisory Group
Delvoro Financial Advisory Group is an independent wealth management advisory firm with fourteen offices across the United States, serving high-net-worth individuals, family offices, and small business owners through 320 advisors managing relationships across financial planning, investment, and insurance products.
Advisors recorded client communications in personal notebooks, local spreadsheets, and a generic contact management system not designed for financial services. Client anniversaries, portfolio review dates, referral information, and compliance communication records were stored in disjointed personal files that left with the advisor. There was no firm-wide visibility into relationship health, pipeline activity, or client retention risk.
Delvoro engaged Markeltree to build a purpose-built CRM platform specifically designed for the workflows, compliance requirements, and relationship management needs of an independent wealth management firm.
- CRM Requirements Discovery and Workflow Analysis
- Financial Services CRM Architecture Design
- Household and Entity Data Modelling
- Full-Stack CRM Platform Development
- Compliance Logging and Audit Trail Engineering
- Relationship Cadence Automation
The Challenges
Every project starts with real problems. Here are the core challenges we tackled for this engagement.
The firm had no central client relationship system client knowledge was dispersed across 320 advisors and 14 offices in generic tools and personal files.
Relationship context, communication history, and client preference data was lost when advisors departed without a structured handoff process.
Advisors were not consistently documenting client communications and suitability assessments as required by compliance obligations.
Leadership had no visibility into business development pipelines, and revenue forecasting relied on manual reporting with conflicting and sporadic submissions.
The existing technology was not integrated with the firm's portfolio management and financial planning software, requiring advisors to switch between multiple systems before every client meeting.
Core approach & deliverables
A breakdown of the core components built and delivered for this project.
Advisor Workflow Discovery and CRM Architecture Design
Markeltree conducted structured workflow interviews with advisor, operations, and compliance stakeholders across five of Delvoro's offices. The CRM architecture was designed around the real rhythm of advisory relationships annual review cycles, life events, referral networks, and multi-generational household structures rather than the lead-to-close pipeline logic of generic sales CRM systems.
Unified Client and Household Profile Architecture
Delvoro's client relationships frequently involved multiple individuals and entities spouses, trusts, businesses all connected to a single advisory relationship. Markeltree developed a household and entity relationship model that connected all associated profiles into a single unified view. Advisors could access the full history of a household's interactions with the firm across all accounts, products, and communications from one screen.
Compliance Communication Logging and Audit Trail
All client interactions meetings, calls, emails, and shared documents were logged with structured metadata including date, participants, topics covered, and associated suitability and disclosure documents. Compliance staff gained a searchable and exportable audit trail of all advisor-client interactions meeting regulatory documentation requirements, while advisors maintained a seamless relationship management experience without separate compliance workflows.
Automated Relationship Cadence Engine
Markeltree built an automated relationship cadence engine that generated prioritised daily task queues for advisors based on each client's review schedule, product anniversaries, life event flags, and firm-defined touchpoint standards. Advisors received prioritised activity lists each day rather than depending on personal systems to remember which clients were due for contact. Clients not contacted within specified periods were automatically surfaced to both advisors and branch managers.
Portfolio and Financial Planning System Integration
Markeltree built integration connectors that pulled portfolio summary data, asset allocation snapshots, and recent plan update timestamps from Delvoro's portfolio management and financial planning software into each client's CRM profile. Advisors could access a consolidated pre-meeting briefing within the CRM rather than switching between three separate systems before every client meeting.
Leadership Pipeline and Retention Dashboard
Markeltree developed a leadership dashboard providing visibility into advisor activity, office pipeline activity, prospect conversion rates, client retention indicators, and relationship health scores based on touchpoint frequency and engagement data. Branch managers were able to identify at-risk relationships and underperforming advisors before issues became losses.
Key Outcomes & Impact
Purpose-built CRM platform replacing fragmented personal tools across 320 advisors and fourteen offices.
Household and entity relationship model providing unified client views across all associated accounts and family members.
Compliance communication audit trail meeting regulatory documentation requirements across all advisor-client interactions.
Automated relationship cadence engine generating prioritised advisor task queues based on review schedules and touchpoint standards.
Portfolio and financial planning system integration delivering consolidated pre-meeting client briefings within the CRM.
Leadership dashboard providing real-time pipeline, retention, and relationship health visibility across all offices.
We have never had a system that really works for our business. It is all about relationships knowing our clients well and staying close with them consistently. Markeltree built us something that fits our business, not how a software vendor thinks sales pipelines work. The compliance piece alone was worth it; the relationship piece changed how our advisors operate every day.
Ready To Become Our Next Success Story?
Let's build measurable results that transform your business growth.
Technologies We Use
Get in Touch to Discuss Your Vision With Our Industry Experts
What our customers say
Markeltree’s AI solutions helped us optimize our data workflows and decision-making process. Their team clearly understood our objectives and delivered a practical, results-driven AI implementation.
More Case Studies
NexaFlow : AI SaaS ecosystem
We developed a scalable AI SaaS ecosystem designed to help businesses automate operations, improve customer engagement, and streamline workflows using modern artificial intelligence technologies.
AnalyticsPro : ML Model Engineering
End-to-end machine learning platform covering custom model development, data pipelines, MLOps infrastructure, and real-time prediction deployment for intelligent business automation.