Wrap/SMA managers are often dissappointed with CRM options, ClientLogix is tailored for these managers.
Tag: Separately Managed Accounts
UNAPEN CEO Joe Walker directing discussion on SMA Compliance in Boston. Focus will be on key compliance and regulatory issues affecting the SMA market including SEC oversight and audits, trade rotation, best execution and outsourcing back office functions.
UNAPEN showing MMI attendees how ClientLogix CRM can improve SMA/UMA distribution channel management, sales tracking and relationship managment.