Market Builders CRM for Institutional Asset Management

OPPORTUNITY MANAGEMENT

• Track and link the consultant and service providers influencing each deal
• Manage RFP’s and RFI’s through the entire response process
• Alerts when reaches a critical stage or closes
• Track competitors and status

CLIENT SERVICE

• Improved communication on account data & performance to clients and service providers
• Make portfolio data that resides in other systems/databases easily accessible
• Manage client reporting process

Track and manage clients with "At-Risk" portfolios

CONSULTANT RELATIONS

• Track, Monitor and Manage consultant relationships
• Conduct searches for best fit consultants

MANAGE PRODUCTS/STRATEGIES AND CONSULTANT RANKINGS

• Track Opportunities and Portfolios by strategy
• Track and manage Intermediary & Platform Provider relationships by strategy

MANAGE INTERMEDIARIES AND PLATFORM PROVIDERS

ACCESS TO 3RD PARTY DATA

• S & P Money Market Directory ( MMD ) – all data elements

COMPLIANCE

• Facilitate risk profiling and KYC requirements
• Automated “workflow” to insure steps followed & policies observed