Wrap/SMA managers are often disappointed with CRM options, ClientLogix is tailored for these managers.
Tag: crm investment management
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.
What’s a UNAPEN? Strategic Consulting, IT Services and Software Solutions for investment management firms.
February 6, 2012 UPAdminUNAPEN products help you work smarter to drive growth, foster teamwork, increase profitability and ensure client satisfaction.
– ClientLogix – CRM & Mobility for Investment Advisors
– ClientRep – Client & Mgmt Reporting
– Business Automation