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CRM for Wealth Management
Compatible With: Sage SalesLogix , Versions 7.5.0
Created by:

Unlimited Users 9,995.00

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Wealth Management/Investment Banking Financia$Logix from BrainSell is a comprehensive customer relationship management (CRM) solution designed for wealth management firms. Built on Sage CRM SalesLogix, it provides a comprehensive view of a client’s financial and personal information to empower your brokers and build strong client relationships. Financia$Logix provides your customer facing employees with the information they need on a daily basis. Timely updates provide current account information and quick-charts display allocations as a snapshot instantly. The ability to see the top 20% of your clients that are producing 80% of your business are easily identified and updated as markets and portfolios change. Client Relationship Management A secure centralized database for sensitive client information, profiles, data and investment guidelines. Integrated wealth management tracks and summarizes assets at the consultant, sponsor, branch, broker, advisor, and portfolio levels. Asset grouping allows multi-faceted reporting of client, portfolio and relationship information. Client-based reporting captures default reporting requirements and last reporting run dates. Manage risk by actively tracking all communications to regarding your clients, sponsors and products. One interface for a 360° holistic view of your client or household. Improve client catisfaction. Microsoft Office compliant. Custodial Data Management Automated downloading and consolidation of daily transactions and position posting for account information. Powerful performance and objective reporting. A wide variety of pre-defined asset allocation, client performance and performance history reports based on your preference and your clients’ needs. Automated ranking of assets, both total and under-management. Return on Investment Financia$Logix will provide an immediate return on your investment. With Financia$Logix, you can: Leverage existing systems, applications, and data … or integrate new ones. Reduce total cost of ownership through faster deployment and phased implementation. Configure views and reports to meet the firm’s specific needs. Improve user adoption. Minimize risks and improve automated compliance procedures. Attract and retain top performing advisors.
Industries: Investment, Securities, & Holding Companies

Business Needs: Contact Management, Contract Management, Forecasting, Handhelds/PDAs, HelpDesk/Support, Pricing, Queries/Quotes/Reports, Handhelds/PDAs, Forecasting