The most advanced platform for wealth management

The best market, person and company data, without separate subscriptions, manual entry, or messy integrations

A beautiful & intuitive "XRM"

All in one and purpose built to help wealth management identify, access, close and manage

A person excited to have access to Rings and its millions of always fresh data

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

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

a person working at their computer trying Rings

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

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

Group of company employees thinking about the tools they use to manage client relationships

A person surrounded by up to date data and metrics

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

Plus these benefits:

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.

Proprietary contact info on executives and companies globally

And because we typically have a wealth of data about your firm already, when paired with our concierge service for anything we missed, set up is a breeze.

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!

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.

Try Rings free for 14 days with your team

Request a Demo

Free onboarding tutorial and support

10 hours of complimentary Rings Concierge, including data entry and migration

Access to custom development services

The most advanced platform for wealth management

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

Track clients through fully customizable sales processes

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

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

Leverage the most up to date contact information

Plus these benefits:

Auto syncing of emails and meetings, with smart visibility

Proprietary contact info on executives and companies globally

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

Privacy First

Intuitive customization
without coding

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

Try Rings free for 14 days with your team

The Rings Advantage

Industries

Company

The most advanced platform for wealth management

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

Track clients through fully customizable sales processes

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

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

Leverage the most up to date contact information

Plus these benefits:

Auto syncing of emails and meetings, with smart visibility

Proprietary contact info on executives and companies globally

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

Privacy First

Intuitive customization without coding

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

Try Rings free for 14 days with your team

The Rings Advantage

Industries

Company

Intuitive customization
without coding