Solution introduction

We work with clients to manage existing databases and provide advice and implementation services for new database services

Relationship master

  • CRM
  • Entity management
  • Tasks
  • Follow-ups
  • Correspondence management
  • Bi-directional link to reporting
  • Partnership systems

Asset master

  • Import research and feeds for liquid security master
  • Build master for non-traditional assets
  • Price and maintain master elements

 

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