UNAPEN reduces workloads and manual errors by providing QuickBooks integration with Advent Axys, APX and SchwabPT PortfolioCenter, custom-tailored to the needs Family Offices and Wealth Mgmt firms.
The new release of ClientLogix 5.0 offers a hybrid implementation of LAN, Web and Mobile CRM and Business Intelligence to the Investment Management industry that drives user adoption by centralizing/aggregating data and making it easy to access that critical information.
Over the last decade, CRMs have become an integral part of core RIA infrastructure. Its uses, look and usability vary widely with each CRM and RIA. If your company is thinking of changing CRMs or optimizing the use of your current CRM, then I highly recommend delving into the 5 components that have been outlined in this article. They will be the key to the future success of your CRM and your business.
ClientLogix CRM links with your telephone system to proactively retrieve client records before you answer the phone, thereby increasing cient service and satisfaction. Then helps you schedule activities via iPad, iPhone, Android and BlackBerry.
Investment managers need modern tools that are smart and easy to use in order to keep up with increasing mountains of data.
Getting data out of Advent Axys and APX can be complex and challenging, ClientLogix from UNAPEN helps users get easy access to that information plus much more. UNAPEN also specializes in creating APX SSRS custom reports.
UNAPEN is offering discounts on upgrades from basic contact management systems such as Act®, Qube®, Goldmine®, Outlook® or Excel® to its enterprise client relationship management (CRM) system—ClientLogix™
For over 20 years, UNAPEN Inc. has been a steadfast source for financial firms looking to streamline and improve their portfolio accounting systems and IT structure.
UNAPEN hosting the Advent Userss Group meeting in San Francisco, showing members how to get the most value from their Advent Axys and APX products.
Advisors using ClientLogix are poised to not only weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort.