Portfolio Software Integration
We believe that a professional asset management or portfolio management system is not part of the range of services provided by a CRM system. But a unified user experience for your advisors is required.
With our intelligent APIs and Integrations to the leading portfolio management systems like PSplus or icomps we integrate portfolio management systems seamlessly.
- CRM is the leading system for customer data management (contacts, organizations, addresses, etc.) and transfer all required information to the portfolio management system.
- Displaying key information like performances and portfolios in CRM
- Links from the CRM to the Portfolio management and vice versa for seamless usability
- Integration of regulatory workflows (e.g., suitability check & protocol)
For your CRM users, and particularly for your sales team, this integration creates a central overview of your customers’ portfolio data and avoids duplication of addresses or contact details.
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Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.
Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.
We ensure you have everything you need to get off to a great start with your compliance software and services.
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