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ClientLogix

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  ClientLogix — Client Relationship Management (CRM)

  The true value of CRM comes when it is tailored for your industry.

  A CRM designed for you and your industry makes your job easier.

Built on top of the world-renown Sage SalesLogix® CRM system, ClientLogix integrates your portfolio accounting data and other critical information from in-house spreadsheets or databases and third party systems to create a business intelligence platform designed for financial services.

CLIENTLOGIX integrates SalesLogix with portfolio accounting packages such as Advent AXYS® and APX®, Schwab PortfolioCenter®, Thomson Financial PORTIA®, CheckFree APL® and others. Individual, institutional and fund portfolios can be reviewed, tracked and acted on directly from within the CRM.

  With ClientLogix, you can see and act on customer & portfolio data in one application.

ClientLogix allows you to control all aspects of the portfolio life cycle process. When you can view asset classes, ROR, market values, holdings & transactions alongside client information, you are able to comprehensively track communications, business generation, producers, performance & marketing effectiveness. UNAPEN can also integrate ClientLogix with your document imaging technology, MMD and Nelson’s or other industry data providers for an even more holistic view of the information you need to effectively manage your firm.

  From investment performance and client reporting to compliance and sales tracking, ClientLogix
  extends the power of SalesLogix, tailoring the system for investment advisors, wealth managers,
  institutional managers and bank and trusts.

For a demo of the complete functionality of ClientLogix,
call (203) 269-6111 or email our sales team now!

For more information about SalesLogix, click here.