Relationship Managers

Review upcoming client meetings, correspondence, and service cases. Get time-sensitive alerts and task notifications right on your dashboard.

Quickly find clients with global search and securely access their entire profile including portfolio details, investment performance, asset allocation, intraday AUM, recent transactions, and key position or strategy changes. View and securely share investor documents when needed.

Use automated workflows to set up a new client's portfolios and strategies, collect documents, facilitate custodian authorizations, and gain compliance approvals. Then, you’re a click away from creating tickets to obtain deposits and place trades.

Eliminate delays to addressing service items and client questions about trades, contributions or distributions, and related transactions with firm-wide access. Record and document every action and service case for improved visibility.

Easily and securely share documents with clients to ensure client profiles are up to date for compliance, trading, and reporting.