ClientLogix meant to boost client retention and growth despite market woes. Financial-service software maker and business consultancy Unapen is out with a business-intelligence and CRM engine to help wealth and asset managers retain and attract clients even in difficult times.

"Advisors using ClientLogix 4.0 are poised [not only to] weather the current market turmoil with higher client retention rates, but also are aggressively acquiring new clients because they are able to provide superior client service and relationship management with less effort," says Unapen principal and co-founder David Gemma.

Unification

ClientLogix 4.0 combines Sage Software's SalesLogix CRM 7.5 platform with Unapen's expertise in integrating portfolio and partnership accounting, compliance, trading, billing, performance-attribution and document-management systems. This adds up to higher operational efficiency, increasing margins, controlled overhead and a more satisfied client base.

RIAs typically work with CRM systems that feature a limited amount of fairly static and isolated data, according to Gemma. As these systems fail to keep pace with the increased needs of institutional and high net worth clients, firms re likely to encounter significant client attrition rates, he adds.

"Our clients enjoy a significant strategic advantage because ClientLogix has helped them evolve to the point where they can easily access and manage holistic wealth-management information in one unified application instead of four or five different applications," says Gemma.

Version 4.0 of ClientLogix also lets executive management, compliance officers, traders, portfolio managers, sales, marketing and operations personnel quickly personalize how information is organized and processes are defined according to specific job functions.

Wallingford, Conn.-based Unapen helps wealth managers, family offices, banks, trust companies and institutional asset managers streamline operations and workflow across organizations with a view to helping them grow assets and minimize overhead. -FWR

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