LYNXDev Inc. - The LYNXDev Advantage

The LYNXDev Advantage

Improve Client Service

Client service is an area that every financial firm wants to excel at. LYNXDev’s integrated solution consolidates all your client data in a single, user-friendly interface that provides your team with a 360 degree view of your clients. Having all of your clients’ personal data and financial data including holdings, performance, asset allocation, know-your-client and investor policy statements, and spousal/household data consolidated in a single place allows your team to provide a higher, more responsive level of client service.

Automate Manual Processes

Many financial firms are struggling with time-consuming administrative tasks that consume more and more of your organization’s time as your business grows and expands. Our solutions help to automate a wide variety of processes common at financial services firms including generating client statements, calculation of fees, reconciliation, payment processing, tracking expenses, and many more. Automating these processes saves time and money and allows your team to focus on what they do best: managing money and serving your clients.

Increase Sales

LYNXDev’s solutions help financial firms increase sales by providing management with more oversight and analysis of both their internal sales force and external financial advisors and brokers. Keep track of your sales results and activities by advisor, dealer, or branch or by sales territory and focus your sales efforts more effectively.

Increase Productivity

Many financial firms are faced with the problem of having several different systems to run their business, each with their own disparate silos of data that do not communicate with each other. LYNXDev’s integrated solutions consolidate all of your client data in a single database, reducing the possibility of errors and eliminating duplication of data entry. With our solutions, team members can access and share data across the company such as a client’s profile and history or internal equity research.

Gain Business Insight

LYNXDev’s Management Reporting solutions allow your executives to access the data and analysis they want to see such as Assets under Management reports on easy-to-use custom dashboards. Our consultants will work with your team to design your reports with the data and formatting that is most relevant to your organization.

Increase Assets Under Management

LYNXDev’s solutions are designed to help financial firms to increase their assets under management per employee. Through the automation of time-consuming administrative tasks, providing tools to assist with client service, and providing management with the information they need to better focus their business, LYNXDev has helped financial firms across North America become more effective and productive.