Alphasys has developed a comprehensive, browser-based CRM solution. The tool simplifies processes, improves efficiency, and fulfils the requirement to "Know your customer".

Most portfolio management systems (PMS) do not offer a tool for customer relationship management (CRM), and those that do offer a simple tool generally integrated into the interface. Person-specific data must therefore be entered multiple times, which is time-consuming and prone to errors. An integrated, overall solution is a growing need for asset managers and banks due to the increasing complexity. NetfolioCRM is a solution that meets this need and can also be used as a standalone solution.