Infinity Info Systems - The Sales Technology Experts

ASSET MANAGEMENT

The asset management industry has undergone a dramatic transformation in the last decade. Growth in assets under management and market volatility has led to increasingly complex client relationships. With competitive pressures and an explosion of new products, it’s no surprise that retaining clients and demonstrating value are top priorities for this industry. Today's asset managers are required to deliver the highest degree of service and personalization to clients.

SalesLogix for Buy-Side Firms is the CRM system designed specially for traditional asset management and other buy-side institutions. Based upon SalesLogix® by Sage–the leading CRM system for the mid-market–SalesLogix for Buy-Side Firms is designed to give marketing and client relationship managers quick access to prospect and client information so they can more efficiently secure, retain, and serve clients. SalesLogix for Buy-Side Firms is easy to use and allows fast access to client and prospect information in a few clicks or less.

With SalesLogix for the Buy-Side, you can:

Create Order Out of Chaos

•	Access one central database containing contact information, emails, Word documents, PowerPoint presentations, holdings data, and transaction data
•	Get a birds-eye view of investor information including data from systems like Money Market Directory™, Nelsons™, Portfolio Mgmt and Partnership Accounting
•	Leverage key relationships by seeing how contacts are interconnected (e.g., third party consultants, other clients, and colleagues)

Minimize Tedious Tasks:

•	Eliminate hours of busywork by automatically generating client emails, compliance, reports, ad-hoc analytic and pipeline reports
•	Get instant access to the performance of individual investor accounts and potential subscriptions and redemptions by fund to make better forecasts
•	Dramatically reconfigure screens to see the information you need, at the moment you need it

Access Any Time, Any Place:
SalesLogix for Buy-Side Firms’ unique single platform gives you access whenever and wherever you need it. Stay connected to your data by taking it with you on: