Access Your Information from Anywhere on Any Device!
In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.
The centralized SQL data hub for all Advisor data
that turns disparate data into Business Insight from One Centralized Portal!
Affinity helps your firm streamline operations, reduce workload & overhead, & drive scalable growth.
Affinity - The Operational Platform for Savvy Advisors
An Integrated Solution that Blends the Stability of Legacy Systems with the Power of Leading-Edge Tools!
One central portal to quickly find all client, prospect and 3rd party information.
Integrate * Aggregate * Distribute
Affinity centralizes all these sources in a single, aggregated Wealth Advisor portal
and then proactively delivers the information you need via CRM, Client & Mgmt Reporting, & Advisor Dashboards.
Investment/Wealth Mgmt & Family Office CRM & Mobility
A Client Relationship Management, Business Intelligence & Compliance solution – built on the Infor CRM platform – that simplifies the daily challenges of Investment Advisors, Wealth Managers, & Family Offices.
Don't be forced into adapting your business to fit your CRM. ClientLogix is personalized for each employee to maximize efficiency and user adoption.
Advisor Dashboards for Desktop & Mobile
Business Intelligence Dashboards uniquely designed to meet each user’s needs by offering context sensitive data based upon the role of the user within your firm.
Now users can quickly find and use the key information they feel is pertinent to their job function while screening out unnecessary and distracting data.
Client/Investor Reporting & Meeting Packages
Mass Production of Client Reporting with Personalization that looks like they were produced by a dedicated marketing and graphics team—all this in a fraction of the time it used to take.
Flexible and affordable, ClientRep can easily accommodate the diverse data sources required for Institutional reporting as well as the complexity that Family Offices face reporting on liquid, semi-liquid and illiquid assets.