CLMi is a cost-effective, scalable and intuitive Client Lifecycle Management (CLM) platform that puts the productivity of advisors and satisfaction of your clients at the forefront of your business. Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease-of-use and rapid, cloud-based deployment. CLMi comes pre-configured, with built-in integrations to best-in-class systems, for speedy adoption and seamless connectivity.

Being a mobile-first SaaS solution, CLMi offers the flexibility to work remotely or in-person with clients. Through a single sign-in CLMi provides a holistic, 360-degree view of each client relationship, spanning the full client lifecycle: from initial engagement and onboarding through to ongoing relationship management.

Underpinned by an intelligent, rules-based business process engine CLMi automates CLM tasks and procedures to eliminate manual administration and accelerate client service. The vast array of complex client and compliance data captured throughout the client lifecycle is re-used to minimise duplication and interrogated to generate actionable insights that help advisors make the right recommendations to clients, at the right time. Easy-to-use role-based dashboards highlight top priority work and provide a simple, yet sophisticated view of next best actions.