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Client Relationship Management

We, at Ndex, understand that taking care and improving your relationships with your investors are a crucial part of your business. In this sense, this feature of the platform offers extensive functionalities to help you accomplish your day-to-day work in regards to Client Relationship Management (CRM). It handles tasks like following up on prospective clients, searching a client’s portfolio, consolidating a family of portfolios into a household, contacting clients with maturities approaching their term, and generating a report of assets under management. Client lists can be created selectively either by manually adding clients, or filtered using financial criteria. 

The CRM feature also has a built in Agenda/Calendar allowing you to keep track of the important dates and all those little things that matter when building and maintaining relationships.

Batch Reporting
The CRM provides a number of client reports designed to be mailed, faxed, or e-mailed to your clients. The batch reporting function allows you to request and print one or several reports for as many clients as you wish while continuing your daily activities.

Direct Investor Access
This feature provides underlying clients web access to their portfolios. The same portfolio functionalities and user interfaces used by advisors are offered to the client.

Client Risk Profile
This element determines the profile of each investor based on their Know Your Client requirements and our proprietary methodology. eTCP is what evaluates the risk profile of the investors.

But this is not all…
What we are working on now will change the way you work! First, with your authorization, we will give you the ability to communicate with your peers, turning your Intranet into an extended industry network. Our new Relationship Management capability - which is a fully integrated portal - is designed so that you can reciprocally communicate within your firm, with your clients, and soon with all like-minded professionals who are part of what we like to call the Ndex Community.

It is a Client Communications tool, and interfaces with Outlook™

Do you need to share information? Organize a conference? Share an article? Thank a lot of people for what they have done for you? Post a few pictures, maybe? Social media has taken hold of our lives, but frankly it is a bit too public at times. Build your own private client network using Ndex’s communications center. It’s fast, secure and exhaustive.

It is your own, secure, Intranet
Just as you can communicate with your clients, authorized users can share information. Is a new issue coming up? Is somebody joining the firm? You will find 1001 ways to make this tool part of your daily routine.

CONTACT US to learn more on how you can benefit from our services or to get a demo.