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Client Lifecycle Management

Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution

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    Capabilities

    Capabilities
    Wealth Manager CRM
    360° view of client data, investments, assets, relationship, document store and tracking

    Eximius Six

    Capabilities
    Suitability Assessment
    Real-time and bulk checks on customer portfolios according to regulatory requirements

    Eximius Six

    Capabilities
    Reporting to Client
    Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility

    Eximius Six

    Capabilities
    Contract Management
    Digital contract process including document composition, electronic signature, secure exchanging and archiving

    Eximius Six

    Capabilities
    Capabilities
    Capabilities
    Client Lifecycle Management Wealth Manager CRM Wealth Manager CRM Suitability Assessment Suitability Assessment
    Reporting to Client Reporting to Client Contract Management Contract Management
    Client Lifecycle Management none none none none
    Client Lifecycle Management none none

    Client Lifecycle Management

    Be more effective in your day-to-day tasks, better serve your clients and increase revenues with a smart client management solution

      Please send me notifications, I agree with your Privacy Policy & Terms of Use

      Capabilities

      Wealth Manager CRM

      360° view of client data, investments, assets, relationship, document store and tracking

      Suitability Assessment

      Real-time and bulk checks on customer portfolios according to regulatory requirements

      Reporting to Client

      Reporting solution concerning the entire investment reporting process, providing control, accuracy and visibility

      Contract Management

      Digital contract process including document composition, electronic signature, secure exchanging and archiving