Client Management

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

It’s all about relationships

You’re in a relationship business. You have to know your clients, understand them as individuals and be responsive to their needs. What you need is a centralized system for tracking personal information and investment profiles, as well as meetings, calls and emails. Our solutions integrate client data with portfolio data for a comprehensive view of the relationship.

TOP THINGS TO KNOW

1
Our solutions make it easy to retrieve client contact information from one source, rather than from shared drives, personal hard drives or email accounts.
2
You can easily maintain records of conversations, correspondence, client directives and decisions for compliance purposes.
3
You can also keep track of prospects and where they are in the sales cycle.
4
With one entry point for client data, our solutions ensure that portfolio managers, client service and marketing staff are all working with current, consistent client information.

FEATURES YOU'LL NEED

Integration of client and portfolio information
System of record for client contact
Advanced search capabilities
Fast access to client data

MORE FEATURES

Automated email capture of all client correspondence into client management system
Synchronization with firm’s appointments, meetings and tasks

FEATURED CLIENT STORY

Trillium Asset Management

Discussing the benefits of centralized reporting and dashboards, Michelle McDonough & Bill Noland of Trillium Asset Management talk about the importance of data integrity in improving their operations.

MORE CLIENT STORIES


Spears Abacus Advisors LLC

David Vaughan Investments, Inc.

Next Steps

Want to know more? Talk to one of our solution specialists. No sales pitch, just straight answers. We'll listen and help you determine if our solution fits your needs.

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com