Relationship Management

Our Client Relationship Management (CRM) solution is purpose built to suit the finance and investments industry to provide a feature-rich service out-of-the-box. With a multitude of integration points to our funds and lending solutions, the system is the perfect complement to your capital raising processes as a lead database.

The solution was built with AML/KYC in mind and is maintained to ensure compliance with industry regulations on an ongoing basis.

Use RELATE to manage relationships with:

  • Investors - Potential, Current and Historical

  • Borrowers - Potential, Current and Historical

  • Advisors, Accountants, Brokers and Dealer Groups

  • Trustees, Beneficial Owners and Controlling Persons

  • Directors and Guarantors

  • Third-Party Signatories

  • Anyone who needs to be CC'ed into correspondence.

Speak to our solutions team today on how our CRM can help you build the best possible relationships with your clients.

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