CRM

It contains features of Client Details, CIF Interface, Know Your Customer (KYC), Call Center Integration, Investment Profile and Strategy Definition, Campaign, Pipeline, Lead and Visitation Management, Call Report, etc.

Client Document Management

It contains features of Document Encryption, Access Entitlement, Access Log, OCR, Full Text Search, Intelligence Search, Circulation and Workflow, Scanning, Indexing, Check-In, Check-Out, Versioning, Replication, etc.

Call Log Management

It contains features of Centralized Log Repository, Access Entitlement, Indexing by Branch, Workstation and User, Recording Alert Signal, Recording Health Check, Recording Audit Trail, Log Retrieval Tool, etc.

Financial Instrument Presentation

It contains features of Instant and Dynamic Financial Model Display on Client Screen, Support Mobile Devices such as iPhone, iPad, Android, Product Database Interface, etc.

Client Portfolio View

It contains features of client holding enquiry, transaction enquiry, asset allocation overview by asset class, by asset currency, or by region, and portfolio details, etc.