Whether You Manage $1 billion or $100 billion, ClientLogix Delivers!
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Find out more about ClientLogix from the industry experts at UNAPEN
CRM Designed for Asset Management
"There was a lot of customization needed for SalesForce.com at a considerable cost relative to the ClientLogix solution to get the result I needed."
“We've been using the ClientLogix software as our sales/marketing CRM here at Essex Investment Management. It integrates the three major channels we focus on for our marketing efforts as well as giving us the ability to breakout certain channels for custom marketing campaigns. It has clearly given us a platform upon which our daily business activities can be recorded, tracked, and reported in a concise and user friendly manner."
- Gregory J. Goostray, CFP®, VP, Dir. of Marketing, Essex Investment Management
ClientLogix is 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, Bank & Trusts, Private Equity, Hedge Funds & Fund of Funds.
ClientLogix Positions Your Firm for the Next Stage of Asset Growth!
One solution that is built to handle the very distinct differences in the types of relationships, distribution channels, interested parties and intermediaries in each of these lines of business
Anywhere Access - Power Desktop/Web/Mobile Client & Xbar
One license allows users access via all 4 so they can work how and where they want
Download Infor CRM Mobile.pdf
User-Configurable Dashboards & Grids
User adoption soars when people can arrange the interface to meet their personal preferences
Social Media Integration
Insight into social interaction helps drive client relationships
Portfolio Accounting Integration
One central portal to quickly find all client, prospect and 3rd party information, streamlined portfolio setup and maintenance with bi-directional interface to many portfolio accounting systems, plus flexible import from sponsor platforms
Proactive Compliance Monitoring & Alerts
There's no way to track everything manually, automated alerts and reports tell you when and where to look
CRM Inside of Outlook
Heads-up CRM data and document library keeps you informed without leaving Outlook
Know who's calling and have their account information up before you even answer the phone for first class client service
Tired of Searching for Information?
ClientLogix™ turns complex data located across multiple disparate systems into business insight in one centralized portal. What used to take hours or days to figure out can now be done in minutes using a straightforward and easy-to-use dashboard interface that is extraordinarily powerful and flexible.
Built on the world-renown Infor CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services...
ALL IN ONE APPLICATION.
Blending the 25 years of Financial Services expertise at UNAPEN with the modern and flexible Infor CRM platform results in ClientLogix, an enterprise CRM solution specifically designed for Financial Services.
CRM Mobile - a Rich, Flexible User Experience Without the Learning Curve
Easy to learn and use, Infor CRM Mobile has an attractive, task-oriented user interface that’s been designed to put detailed customer information at your fingertips and enable you to perform key actions quickly. Interaction with native device functions such as mapping, dialing, and email further streamlines the user experience. Infor CRM Mobile is optimized for use on today’s smartphones and tablets, can be easily customized and configured.
Alleviate the pain and frustration of users trying to find critical information. Now anyone from executive management, client service, business development, portfolio management, compliance, marketing and operations personnel can access the information they need, when and where they need it.
ClientLogix relieves the burden on IT and Operations personnel by enabling users to self-serve their business information needs, in the office and on the road with our mobility solution that supports iPhone, iPad, Android and Blackberry.
ClientLogix CRM Videos
See the New Xbar
CRM Inside of Microsoft Outlook!
See the New CRM Mobile!
CRM Designed for Asset Management
With ClientLogix, you can see and act on client & portfolio data in one application. ClientLogix allows you to control all aspects of the portfolio life cycle process, as well as enabling you to comprehensively track communications, business generation, producers, performance & marketing effectiveness.
UNAPEN can also integrate ClientLogix with your Trading system, Billing system, Document Imaging Technology, MMD and Nelson’s or other industry data providers for an even more holistic view of the information you need to effectively manage your firm and increase client satisfaction.
From investment performance and client reporting to compliance and sales tracking,
ClientLogix extends the power of Infor CRM, tailoring the system for:
Single and Multi-Family Offices,
Private Equity Firms,
Hedge Funds and Fund of Funds,
Bank & Trusts.
Infor CRM Awards
Check out the following case study:
and related blog articles:
Unlock the Potential with ClientLogix CRM Today!
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