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Portfolio Reporting

  Client Relationship Management

  ClientLogix™ combines the proven Client Relationship Management tools of Sage CRM SalesLogix^®
  with leading portfolio management packages to bring investment professionals a one stop solution.

From investment performance, client reporting, compliance and sales tracking, ClientLogix extends the power of Sage CRM SalesLogix to offer features uniquely tailored to Asset Management. Individual, institutional and fund portfolios can be reviewed, tracked and acted upon directly from within Sage CRM SalesLogix. Powerful and proven integration technology links ClientLogix with leading portfolio accounting packages from Advent AXYS, Schwab PortfolioCenter, Thomson Financial PORTIA, CheckFree (APL and GIM II), SunGard PORT, INDATA I.M.S. and others.

UNAPEN also offers optional modules that allow for connections to the largest brokerage firms in the world. ClientLogix ties relationship management to portfolio management. If your firm offers Institutional, Tax-Aware, Separately Managed Accounts, Hedge Funds, Mutual Funds, or High Net Worth Individual products, look to ClientLogix for the following features:

	View, track and act upon customer & portfolio data all in one interface
	Tracks and summarizes assets at the consultant, sponsor, branch, broker, advisor, and portfolio levels
	Unparalleled accountability/control in the portfolio life cycle process
	Ideal repository for sensitive client profiles/investment guidelines
	Gathers asset classes, ROR, market values, holdings & transactions from leading accounting systems
	Track business generation, producers, performance & marketing effectiveness
	Manage risk by actively tracking all communications to, from and about your clients, sponsors and products
	Bi-directional synchronization with Outlook, Exchange and Lotus Notes
	Interfaces seamlessly with MS Office and Office compliant products
	Interfaces with Document Imaging technology
	Money Market Directory and Nelson’s integration

Learn more about ClientLogix

  UNAPEN is a Certified Sage CRM SalesLogix Business Partner and Technology Partner

Sage CRM SalesLogix Technology Partners are solution developers who provide vertical or cross-industry business applications creating integrations between their product(s) and the Sage CRM SalesLogix product family. The Technology Partner Program is designed for software solution developers who have created applications that integrate with Sage CRM SalesLogix or who have created customized services for Sage Software, Inc. customers or the Sage CRM SalesLogix Business Partner Channel.

Sage CRM SalesLogix is the Client Relationship Management solution that drives sales performance in small to mid-sized businesses through Sales, Marketing, and Customer Support automation.

Learn more about Sage CRM SalesLogix

Learn more about KnowledgeSync for ClientLogix

  Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned
herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities.
All other trademarks are property of their respective owners.

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