The first of many planned solutions leveraging the Advent Direct® platform, Advent Direct® Investor Management empowers client-facing teams to more effectively manage and grow relationships. By providing easy access to actionable information about portfolios, products, and people, Advent Direct® Investor Management helps increase productivity in client service and prospect marketing.
Features you'll need:
- Cloud deployment
- Anytime, anywhere access
- CRM data at your fingertips
- Integration with Advent systems
- Powerful data visualization tools
- Confidential client data protection