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Navigation : Product > independent Asset Managers > XRM "eXtended Relationship Management"

XRM "eXtended Relationship Management"

This module enables you to manage, inquire and retain all data on the various parties involved in this activity:

  • Clients
  • Depositaries
  • Beneficial owners and other stakeholders
  • Various parties (Self-regulatory associations, auditors, etc.).
  • Prospects
  • Etc.

Among the many information maintained in this module, we can mention:

  • Identities, addresses, contacts
  • Information on mandates signed with:
    • Clients
    • Depositaries
  • Checking at anytime of your data with the most common "black lists" of the market
  • Management of all related documents. This management can also be integrated with an external system of electronic document management (DMS)
  • Management of tasks and deadlines
  • Monitoring of relations (visit reports, events management)
  • Definition of the investment profile of the client
  • Definition of terms agreed with the depositaries and any retrocession

It is also possible to define additional fields and combine them into custom pages

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