Client relationships
Bring client and prospect information into a clear working view.
THE FIRM’S RELATIONSHIP WORKSPACE
Client relationships,
clearly organized.
One place for clients, prospects, follow-ups, and the records behind every relationship.
For authorized Global Advisers personnel.
GO STRAIGHT TO YOUR WORK
CRM tools
Sign in to open the workspaces available to your account.
Communication records
Keep disclosure history and related evidence with the client record.
Follow-ups & activity
Keep the next step visible and the relationship history close at hand.