Client Relationship Management

1// Overview

The CRM gathers in one place all the data and documents about your clients, prospects and contacts so that you can easily access and retrieve them.

Events and tasks can also be managed within the CRM so that you do not miss anything and have a complete historical tracking of your client communications and meetings.

2// Main features

  • Set up links between clients, contacts and accounts including for complex structures
  • Investment policy and investment constraints can be customized
  • Integrated MIFID questionnaire to determine investment profile
  • Synchronization of events and tasks with your personal messaging system