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