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ClientLogix™ blends portfolio accounting & client relationship data in a centralized  repository to create a business intelligence platform for financial services. Finally, a single solution to address the entire client & portfolio lifecycle.
Compatible With: Sage SalesLogix , Versions 7.5.0
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ClientLogix™ provides a complete view of your clients and their assets - at your finger tips. It is designed for  to Wealth Managers, Family Offices, Bank & Trusts, Institutional Managers, Hedge Funds, Mutual Funds and Fund of Funds. 

This CRM and Business Intelligence solution delivers on the age-old promise of back/front office integration by tying Sage SalesLogix to leading portfolio accounting systems and 3rd party financial data sources.

UNAPEN, Inc., the maker of ClientLogix, features optional modules that enable our clients to connect to the largest brokerage firms and market data sources in the world, anytime, anywhere.

Industries: Banks & Credit Unions, Investment, Securities, & Holding Companies

Business Needs: Data Storage/Warehousing, Fund Management, Forecasting, Handhelds/PDAs, Reporting & Decision Support