Are you tired of constantly searching for information that’s scattered across multiple systems? How much time and money would your Advisory firm save if you had one central portal to find and maintain all client, prospect and 3rd party information? Advisors are wasting so much time these days looking for information instead of acting…
Tag: data aggregation
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.
Today, we are in the era of Big Data. The amount of data that flows through a financial advisory firm on a daily basis is increasing exponentially. And yet, many data functions at these firms are still handled manually—and stubborn manual data entry and retrieval bottlenecks continue to hinder operations.