Sales & Top Management

Take your business to the next level with FA


Our Customer Relationship Management module has the capacity to keep record of communications and sales with clients. Our functionality enables you to control and manage sales process, activities and product offering. You can also access your business portfolio overview, overview of performance measurement figures and compliance limit exposure. The solution is fully integrated with cost and fee calculation and all other FA’s features.

We can reduce your IT-infra cost while offering more flexibility and control to your business. With us you get automated workflows and task management with real time position and transaction view.

We stand ready to help you realize your growth ambitions. Our solution reduces your operational costs and risk, allows efficient and timely generation of strategies, and supports multiple investment processes, strategies, asset classes, and management tasks – all on a single platform. These factors help you to strengthen your competitive advantage.

We offer:
1 one software platform for investment management
2 the ready availability of your business
3 always the latest release included in monthly fee
4 continuity and security plan
5 additional features and modules as your business grows

Just leave your email address to find out how we could help you.

 


 
Top things to know:
1 Manage products, sales process and activities
2 Online and mobile access
3 View client situation and report on demand whenever & wherever
4 Integrated sales process with the set of MiFiD rules
5 Track and manage client interactions and related metrics
6 Create new client accounts and portfolios
7 Integrated sales and activity reporting
8 Get an overview of client interactions
9 Single sign on (SSO)
More features:
1 Integrated CRM module with client and investor data
2 Real time position, transaction and performance information
3 Performance analytics
4 Dashboards for summary data at a glance
5 Advanced query and search capabilities
6 Business intelligence reporting capabilities
7 Automated reconciliation of trade information, settlement data, transactions and positions
8 GIPS-compliant composite reporting and maintenance
9 Outsourced reconciliation and data management option

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We work closely with you to find
the best solution for your business.


We make your business always accessible
with every device.


With us you will have an investment management platform that grows with you.


We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.


With us you will always have the latest release of the software. Included in the price.