What this covers
- Discovery-call pipeline stages that reflect how a prospect actually moves — inquiry, discovery call booked, discovery call held, onboarding, active client
- A client lifecycle that continues past the sale, not a pipeline that ends at "won"
- Review-cadence tracking — a scheduled next-review date per client, with a reminder when one is coming up, so a check-in doesn't depend on someone remembering
- Ownership rules so a client relationship stays with the right adviser as it moves through stages
- Forms and email connected, so inquiries arrive as complete records — see Financial Adviser Lead Automation for the first-contact qualification step that feeds this
- Dashboards built from real questions — clients due a review this quarter, discovery-call-to-onboarding conversion, pipeline by adviser
What this explicitly does not do
This does not assess suitability, does not recommend investments or financial products, does not promise returns, and does not make or record any regulated advice decision — the same boundary Financial Adviser Lead Automation draws for first contact applies here to the record structure itself. Fields track administrative facts (a review is due, a call was held, a document was sent), never a suitability judgment or an investment recommendation. Your practice's specific regulatory obligations — suitability rules, disclosure requirements, record-keeping — are yours to meet; we implement the CRM structure around them, not the rules themselves.
How this differs from Financial Adviser Lead Automation
Financial Adviser Lead Automation is the first-contact response and qualification layer for a new inquiry — broad goals, timeline, discovery-call booking. This page is what happens after that inquiry becomes a client: the ongoing lifecycle and review-cadence structure a practice actually needs, administrative throughout.
Limits
We do not promise revenue outcomes: a CRM records and organises a lifecycle, it does not create demand or replace an adviser's judgement. Any adviser-specific compliance requirement is discussed directly during scoping, not assumed.
How it works
- 1
Inspect
We look at what you actually have today — accounts, roles, tools, data, who uses what — read-only where the system allows it, before anyone proposes changing anything.
- 2
Understand the current setup
What works, what is duplicated, what is unowned, and where work leaks between tools. You get this in writing, in plain language.
- 3
Implementation plan
A scoped plan with clear boundaries: what gets configured, what stays as is, what is deliberately left out, and what needs a decision from you first. Scope and price are agreed in writing before configuration starts.
- 4
Configure
The plan is carried out inside your own accounts, through access you grant and can withdraw. Changes that touch people, money or customer data wait for your explicit approval.
- 5
Handoff
Documentation of what was set up and why, a short walkthrough for the people who will run it, and a clear line on what is yours to operate from now on.
Who you would be working with
- Company · Who you would be working with
- LATYNEX Digital is a service line of Latynex Trade OÜ, a company registered in Estonia (EU). Contact: info@latynexdigital.com.
- How we work · Delivery
- Remote, in English, with the person who would run the project. No local office is implied in any market.
- How we work · Commercial terms
- One scope and one price, agreed in writing before work starts. Your accounts, code and domain stay yours; any access we use is granted by you and can be withdrawn.
There are no client case studies on this page, and none are implied. What LATYNEX has built and runs itself is on the portfolio, each system labelled by stage. Published prices are on the pricing page; anything not listed there is scoped and quoted after review.
Questions
Does this involve any suitability assessment or investment logic?+
No, under any circumstance. Fields track administrative facts — a review is due, a call was held — never a suitability judgment or a product recommendation. That stays entirely with you as the adviser.
Which CRM do you implement this on?+
HubSpot or Pipedrive are the main targets, same as our general CRM implementation. We do not resell either and do not claim partner status with any CRM vendor.
Could this create a compliance problem for a regulated adviser?+
The structure is deliberately scoped to avoid this — it never assesses suitability or records a recommendation, the same boundary Financial Adviser Lead Automation draws. Your specific regulatory obligations are discussed directly during scoping, not assumed by us.
Does it track when a client is due for a review?+
Yes — that's the specific structure this page is built around: a review-cadence date per client, with a reminder when one is coming up, so it doesn't depend on someone remembering.
How are you invoiced, and in what currency?+
In EUR, by Latynex Trade OÜ, a company registered in Estonia (EU). We do not give tax advice.