CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.
Tag: investment management CRM
Check out the March 2017 UNAPEN Newsletter!
Check out the February 2017 UNAPEN Newsletter!
Check out the January 2017 UNAPEN Newsletter!
Institutional & wealth managers, hedge funds & family offices fall into 3 categories of data maturity, see how they gain an edge against their peers.
The right CRM in Investment Advisory firms can foster human collaboration in tandem with automated Compliance monitoring to significantly benefit the firm and its clients.
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 2
Sage advice from UNAPEN for wealth mgrs. preparing for a system conversion such as portfolio accounting, trading, CRM, billing, etc. – Part 1
Infor CRM, the foundation for ClientLogix CRM for Investment/Wealth Mgmt, was rated as a Leader in the CRM industry for the 2nd Half of 2014 by Nucleus Research vendor report.
Infor’s acquisition of Saleslogix means renewed focus and growth of the enterprise CRM product with special attention to vertical markets.
ClientLogix integrates portfolio acounting data with SalesLogix to create an investment management CRM and Business Intelligence platform that is powerful and easy to use. New dashboards, created without any coding required, extend these benefits to the entire firm.
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.