Solutions

Integrated Financial CRM and Portfolio Management for Wealth Managers FACTS® IC is an integrated contact management and portfolio management solution specifically designed for the financial services industry.  FACTS IC® is designed to allow financial organizations to improve client service while lowering their administrative costs.  It supports all the common features and functionality one would expect from a contact management system but also integrates all your financial data in one convenient interface.  FACTS IC® provides a truly client-centric view of your financial data allowing your team to focus on providing world-class investment advice and client service. Download our latest FACTS brochure (498 Kb)

FACTS® IC Improves Client Service and Lowers Administrative Costs Consolidated Contact Management (CRM) & Portfolio Management Solution Client Management   Scheduling, Calendar, Task Management   Document Management & Mail Merges   Email and MS Office Integration Portfolio Management   Accounts, Holdings, Performance, Asset Allocation & Benchmarking, KYCs   Portfolio Modeling   Management Fee Calculation Client and Management Reporting

FACTS® IC: Data Consolidation Full contact management / CRM functionality including calendars, task management, document management, mail merge capability, etc. Portfolio management and analytics including managing holdings, performance, asset allocation, benchmarking, and more Household, client, or account level views of all client data Flexible reporting Seamless integration with Outlook, Word, and Excel Integration with all the major portfolio management systems including: CGI MPower, SS&C (FMC) Pacer, Advent Axys, Citigroup - Unitrax, FRI, etc.

FACTS® IC: 360º Client View

Centralized database with an easy-to-use client interface for all your client information including all financial data Integrates with all the major portfolio management systems including FMC, Advent, CGI, FRI, etc. Flexible reporting Seamless integration with Outlook, Word, and Excel