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