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.
We will be happy to advise you on the details.
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.
Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.