How can you benefit?

WealthManager’s relationship-centric data model provides 360°views for all your clients.
Practice Management
Cross-selling opportunities are increased due to a more thorough understanding of relationships between clients, prospects, and referral sources, as well as the ability to perform targeted marketing campaigns
Clients can be segmented based on a wide range of client profile and financial criteria, allowing users to quickly target contacts for new opportunities
Higher-touch, more consistent and more responsive client service can be provided with less effort
The quality of services and reporting provided to clients can be personalized by leveraging a deeper understanding of the clients’ needs and preferences and by utilizing Relationship’s tools that support mass customization.

Relationship

MODULE: RELATIONSHIP™ >

Relationship™ is an advanced contact management tool designed specifically for wealth managers.

It provides 360° views of all aspects of the client relationship and includes the ability to analyze client’s accounts in any number of ways: taxable, non-taxable, external accounts, trust, children’s accounts, etc. Relationship provides a variety of sophisticated communication tools, including document management, letter and report generation, and integrated e-mail.

The WealthManager unique Practice Management capabilities allow clients to build best practice workflows into the system and reap the benefits of increased productivity and consistency across a broad spectrum of users.

WealthManager's relationship-centric data hub forms the central repository for all client information. Relationship-centric views of data provide a far more powerful view of your business than the account-centric views that are typical of today's wealth and portfolio management systems.

COMPREHENSIVE CLIENT INFORMATION

Relationship enables users to easily gather comprehensive information about clients and their center of influence. In addition:

Investment profile information – income, assets, liabilities, tax status, investment objectives, risk tolerance, investment knowledge and experience, etc.
Personal profile information – occupation, birthday, anniversary, citizenship, residences, multiple addresses and contacts, etc.
Internally and externally managed assets and liabilities – managed and held-elsewhere investment accounts, bank accounts, insurance, property, etc.

DOCUMENT STORAGE

Easily access in one place all of a client’s reports, statements, and associated documents including collateral, account opening forms, letters, marketing campaign pieces, etc. Any client document can be stored in WealthManager ’s integrated, web-based document repository that enables organizations to effectively manage their client information.

Last page update: Mon 10-Dec-2007 12:19