Robust Client Relationship Management
Fast Access to Comprehensive Data for Prospecting, Marketing and CRM
To provide excellent client service, investment managers must be able to access client data quickly and use it constructively. Advent Portfolio Exchange enables superior client service by giving users the ability to:
- Store all the basic information about client contacts: name, title, firm, family information, addresses and phone numbers
- Easily share a specific address with multiple contact records
- Store up to three email addresses for each contact
- Establish contact-to-contact relationships to view the complete picture of a relationship and related portfolios
- Seamlessly click from the contact information into the portfolio information to view holdings, performance and other account data
- Easily view a list of interested parties who share an interest in the same portfolios as a contact
- Track customizable preferences and other data about contacts to use for a quick reference or as search criteria for reporting
- Maintain current and historical activity records with information about scheduled or completed tasks and events and synchronize with MS Outlook — phone calls, appointments, research and more
- Take advantage of over 25 different standard views, including views for contacts, contact addresses, interested parties, activities and portfolio holdings
- View the details of each client's customized reports in period-end reporting packages