Wealth Management/Investment Banking

Financia$Logix from BrainSell is a comprehensive customer relationship management (CRM) solution designed for wealth management firms. Built on Sage CRM SalesLogix, it provides a comprehensive view of a client’s financial and personal information to empower your brokers and build strong client relationships.

Financia$Logix provides your customer facing employees with the information they need on a daily basis. Timely updates provide current account information and quick-charts display allocations as a snapshot instantly. The ability to see the top 20% of your clients that are producing 80% of your business are easily identified and updated as markets and portfolios change.

Client Relationship Management

• A secure centralized database for sensitive client information, profiles, data and investment guidelines.
• Integrated wealth management tracks and summarizes assets at the consultant, sponsor, branch, broker, advisor, and portfolio levels.
• Asset grouping allows multi-faceted reporting of client, portfolio and relationship information.
• Client-based reporting captures default reporting requirements and last reporting run dates.
• Manage risk by actively tracking all communications to regarding your clients, sponsors and products.
• One interface for a 360° holistic view of your client or household.
• Improve client catisfaction.
• Microsoft Office compliant.

Custodial Data Management

• Automated downloading and consolidation of daily transactions and position posting for account information.
• Powerful performance and objective reporting. A wide variety of pre-defined asset allocation, client performance and performance history reports based on your preference and your clients’ needs.
• Automated ranking of assets, both total and under-management.

Return on Investment

Financia$Logix will provide an immediate return on your investment. With Financia$Logix, you can:

• Leverage existing systems, applications, and data … or integrate new ones. Reduce total cost of ownership through faster deployment and phased implementation.
• Configure views and reports to meet the firm’s specific needs. Improve user adoption.
• Minimize risks and improve automated compliance procedures.
• Attract and retain top performing advisors.