Areas we specialize in to keep you focused on what matters:
CRM & Pipeline Management
Build an interactive map of your connections, conversations, opportunities, and progress for increased collaboration and transparency.
- Monitor your business development pipeline and platform approval processes
- Centralize contacts, documents, and data
- Identify and report on most valuable sources
- Integrate with 3rd-party data providers
Relationship Management
Well-nurtured relationships are critical to your continued growth. Personalize and consolidate communication with prospects, institutional clients, and wealth managers.
- Manage relationships with platform and underlying advisory teams
- Communicate on fund and portfolio performance
- Send targeted mass mailing campaigns
- Share SMA performance details through the secure investor portal
Platform & Fund Performance Reporting
Identify top contributors toward your overall AUM so you can quantify the value of different platforms and the teams within them.
- Aggregate account-level data with sourcing information
- Pull in balances and transactional data with hierarchy
- Identify, visualize, and report on assets by source
- Monitor fund movement and performance
