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Client Lifecycle Managements

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


    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


      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”