Dynamics Asset management Solutions

for Institutional Asset Management mirrors the business processes and data models commonly used by institutional asset management firms. Its flexible platform allows it to be seamlessly connected to the entire firm, including back-office financial systems. With an industry-tailored client relationship management system, institutional asset management firms can accelerate the return on their investment and lower their total cost of ownership.




Complete Dynamics Asset Solutions Tailored to Institutional Asset Management

· 360-Degree Client Profiles
· Relationship/Influence Tracking
· Expense Tracking
· Performance and Client Reporting
· Productivity Tools
· Workflow Management
· Activity Management
· Event Management

· Consultant Management
· Proposal Tracking
· RFP Process Management
· Opportunity Management
· Sales Forecasting
· Compliance Assistance



With growing competition from alternative investments, evolving regulatory demands, and rising client expectations, institutional asset managers face a variety of challenges in an already complex business. To meet these demands, institutional asset management firms must effectively foster the relationships that form the bedrock of their business—relationships with consultants, influencers, custodians, prospects, and existing clients.

for Institutional Asset Management offers industry-specific functionality that enables institutional asset managers to develop deep insight into their clients' needs, preferences, and influencers, accompanied by tools that help them automate multi-step processes, track performance, and collaborate better as a team.