Tag: crm for financial services
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Saleslogix is the CRM foundation that makes the ClientLogix CRM & Business Intelligence solution for wealth management possible!
ClientLogix blends the Saleslogix CRM data with portfolio accounting(Advent Axys® and APX®, SchwabPT PortfolioCenter®, SS&C Portia®, SunGard Asset Arena®, Fiserv/CheckFree APL® etc.), billing, trading(Advent Moxy®) and other key systems to create an enterprise solution specifically for financial services, brought to you by UNAPEN. (more…)