Client Relationships

• Marketing and Prospecting

• Digital Onboarding

• Client Relationship Management

Portfolio Servicing

• Model Management

• Portfolio Management

• Policy Management

Trade Management

• Order Management

• Execution Management

• Post Trade Support

Enterprise Control

• Product & Service Management

• Supervisory and Compliance

• Executive Information

Marketing & Prospecting

• Single client record

• Prospect tracking

• Campaign management

• Document library

Onboarding

• Workflow and approvals

• Capturing KYC

• Custom documents

• eSignature

• Custodian Integration

CRM

• Focus on clients & goals

• PerfectTouch communication

• DeeplyPersonalized content

• Custom client portal

Model Management

• Alternatives Associate

• Internal and External Models

• Models-of-models

• Personalization

• Integrated asset types

Portfolio Management

• Tax Associate

• Rebalancing and flows

• Goal-level household trading

• Asset location

• Account transition

Policy Management

• Regulatory, firm, & client policies

• Suitability management

• Definable benchmarks

• Assisted model discovery

Order Management

• Direct connectivity to Portfolio Management

• Policy defined blotter

• Automated and manual blocking, routing, etc.

Execution Management

• Electronic connectivity to global venues

• Settlement cash awareness

• Execution cost sensitivity

• Exception management

Post-Trade Support

• Commission tracking and budgeting

• Fees and accrued interest calculations

• Connection to post-trade networks

Product Management

• Product library

• Definition includes pre-requisites and associated fees

Compliance

• Supervisory entitlement

• Policy Control

• Enforcement at all points of transaction initiation

• Tools in support of regulatory compliance

Executive Information

• Business intelligence

• Deep insight into firm activities