Affinity™ Data Repository for Advisors

Business Insight from One Centralized Portal!

Don't Go Looking for Data, Let Information Find You!



The Timeless Advantage

Affinity creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business.

Affinity also allows significant asset growth and profitability without proportionately growing workload and overhead!


Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

The centralized SQL data hub for all Advisor data

that turns disparate data into Business Insight from One Centralized Portal!

Affinity helps your firm streamline operations, reduce workload & overhead, & drive scalable growth. 



Significantly Reduce Your Workload & Overhead.


Allow for the Next Stage of Asset Growth & Profitability.


Streamline & Reduce Effort for Managing Current Business.

Video - Affinity™ Data Repository for Advisors


Affinity - The Operational Platform for Savvy Advisors

An Integrated Solution that Blends the Stability of Legacy Systems with the Power of Leading-Edge Tools!

One central portal to quickly find all client, prospect and 3rd party information.

Integrate          *          Aggregate          *          Distribute

Import Data from Multiple Sources

  • Portfolio Accounting
  • Broker/Dealers
  • Custodians
  • Transfer Agencies
  • Sponsor Platforms
  • Financial Planning
  • Trading
  • Internal Databases
  • 3rd Party Data

Recurring data loads that can be initiated manually or run on a predefined, unattended frequency (intra-day, daily, weekly, monthly)

Aggregate Data in the Affinity SQL Data Repository

The hub for all Advisor data that turns disparate data into Business Insight

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Distribute Information When & Where It Is Most Effective

  • ClientLogix CRM
  • Digital Marketing
  • Power BI Dashboards
  • ClientRep Custom Reporting
  • Portfolio Accounting

Users can now view and/or receive information that is refined specifically for their role & job function, highlighting business insights and suppressing extraneous data.

Adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices.

Affinity centralizes all these sources in a single, aggregated Wealth Advisor portal

and then proactively delivers the information you need  via CRM, Client & Mgmt Reporting, & Advisor Dashboards.

Investment/Wealth Mgmt & Family Office CRM & Mobility

A Client Relationship Management, Business Intelligence & Compliance solution – built on the Infor CRM platform – that simplifies the daily challenges of Investment Advisors, Wealth Managers, & Family Offices.

Don't be forced into adapting your business to fit your CRM.  ClientLogix is personalized for each employee to maximize efficiency and user adoption.

Advisor Dashboards for Desktop & Mobile

Business Intelligence Dashboards uniquely designed to meet each user’s needs by offering context sensitive data based upon the role of the user within your firm. 

Now users can quickly find and use the key information they feel is pertinent to their job function while screening out unnecessary and distracting data.

Client/Investor Reporting & Meeting Packages

Mass Production of Client Reporting with Personalization that looks like they were produced by a dedicated marketing and graphics team—all this in a fraction of the time it used to take.

Flexible and affordable, ClientRep can easily accommodate the diverse data sources required for Institutional reporting as well as the complexity that Family Offices face reporting on liquid, semi-liquid and illiquid assets.