Portfolio Manager
Native to the Salesforce.com platform, Portfolio Manager comes with all the core Client Management, reporting and dashboard functionality that has made Salesforce one of the top CRM applications globally. This platform also allows for extensive customization by the end user, as well as Client Portal access. Specific Portfolio Management functionality includes:
· Client Meeting Manager
· Advisor Management
· RMD Worksheet
· Cost Basis Reporting
· Daily AUM refresh at the individual client/registration/holding level
· Asset Allocation Reporting
· Trade Blotter reporting and notifications