iPM-Intelligent Portfolio Mgmt
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,...
Customer Relationship Management for Customer-Driven Companies
Pivotal CRM for Mutual Fund Wholesaling: To compete in today's crowded market, you need to be strategic about resource allocation and take a strategic approach to managing broker-dealer channels. To achieve this, you need better insight into broker relationships and profitability.
CDC Pivotal CRM for Mutual Fund Wholesaling is an...
Learn more about Pivotal CRM for Mutual Fund Wholesaling
Integrated CRM Advent Portfolio Exchange®
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...
NexJ Contact for Finance: NexJ Contact for Finance helps advisors save time and make more money. Providing a comprehensive customer view (single view), NexJ's enterprise CRM solution allows agents to attract new clients, drive loyalty and increase share of wallet and assets under management. With unique financial services...
Learn more about NexJ Contact for Finance
Loyalty Program Audit: Times have changed, the economy has changed, and your competition is barking at your heels. Your program, which worked so well at the beginning, may be losing its luster.
Customer Insight Group’s Loyalty Audit puts your program back on track. It’s a detailed review that puts more muscle into...
Learn more about Loyalty Program Audit
Agent & Broker System Innovative, Enterprise Software
Terrace Software designs & develops custom technology solutions for the connected workplace - on premises, cloud, desktop & mobile. We have worked in all major industries and have particularly deep experience with financial services, specialty retail, insurance, and manufacturing. Our focus is...
Revenue Management & Fee Billing Accounts Receivable
We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
assyst is a single app for managing IT, centered on one principle—give you the tech you need to accelerate and grow IT capabilities, but without the overheads usually associated with enterprise applications.
Document Creation for Insurance
Cincom provides real-time generation of claims correspondence to fully-automated policy production, our easy-to-use solutions have helped insurers strengthen customer relationships, minimize compliance risks, reduce costs, and accelerate time-to-market for all document communications.
Data Analysis & Visualization Data Visualization Software
Customer Relationship Management : Customer retention continues to be at the front line for most businesses today. Buyers are presented with an endless stream of products and channels through which they can buy. As a result, it is easier than ever for a customer to churn.
Most businesses struggle to increase customer loyalty but...
Learn more about Customer Relationship Management
