Agent CRM
End-to-end agent recruitment, done right.
A purpose-built recruitment platform that manages the complete agent onboarding journey — from first lead to a fully activated, productive agent.
Technology that powers the business of wealth
Vittedge Technologies builds three connected products — for recruiting agents, running an advisory practice, and managing a family's wealth. One platform, the whole distribution journey.
One suite, three products
Each product stands on its own — and together they cover the full lifecycle from recruiting an agent to managing a family's net worth.
Agent CRM
End-to-end agent recruitment, done right.
A purpose-built recruitment platform that manages the complete agent onboarding journey — from first lead to a fully activated, productive agent.
- Full recruitment pipeline
- Lead → Live agent lifecycle
- Onboarding & compliance tracking
WealthCRM
The CRM built for financial advisors.
Manage lead-to-contact conversion and everything after it — assets, insurance, liabilities, renewals, claims and complete family portfolios — in one advisor workspace.
- Lead-to-contact conversion
- Assets, insurance & liabilities
- Renewals, claims & family portfolio
Wealth Management
Your family's complete wealth, in one place.
A personal wealth platform for families and individuals to track assets, insurance and liabilities — mutual funds, FDs, real estate, life & health cover, loans and more.
- Assets: MF, FD, RD, Real Estate, SCSS, MIS
- Insurance: Life, Health, Term, General, Home
- Liabilities: Home, Car, Personal, LAS
Why Vittedge
We don't sell three disconnected tools. We build one system that understands how agents, advisors and families actually work together.
Connected by design
An agent recruited in Agent CRM becomes a producing advisor in WealthCRM — the data flows, no re-keying.
Built for distribution
Purpose-made for the way financial distribution works in the real world — hierarchies, renewals, claims and all.
Whole-family wealth
From a single asset to a complete household portfolio across assets, insurance and liabilities.
Advisor + client
The advisor works in WealthCRM; the family works in Wealth Management — same picture, two lenses.
Reports that matter
Account statements, portfolio valuations and net-worth clarity, generated on demand.
Mobile & web
Native mobile apps and web workspaces so your teams work wherever they are.
The full distribution lifecycle, on one platform
See Vittedge in action
Tell us about your practice and we'll walk you through the right product.