Saleslogix, the CRM foundation for the ClientLogix CRM solution for wealth management, is proud to sponsor this year’s Gartner Customer 360 Summit in Orlando, FL May 19–21, 2014! 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.
Tag: FL
UNAPEN CEO Joe Walker addresses billing standards and practices in the investment management industry at the Redi2 conference in Coral Gables, FL.
UNAPEN CEO Joe Walker will speak at the FRA Annual Managed Accounts Technology & Operations Summit in Coral Gables, FL. about streamlining workflow in the SMA industry.