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A CRM that integrates directly with your portfolio software.

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


Get started with Portfolio Software Integration today


We will be happy to advise you on the details.

Get in touch

Get started with Portfolio Software Integration today


We will be happy to advise you on the details.

Get in touch
With our intelligent APIs and Integrations to the leading portfolio management systems like PSplus or icomps we integrate portfolio management systems seamlessly.

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.

Key facts:

  • 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)

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.