FactSet Client Relationship Management from FactSet

Combines financial data with CRM capabilities to enhance investor experience. Features include portfolio management, client reporting, and data integration.

Is this your product?

More about FactSet

Product analysis by function

Investor Relationship Management (IRM) Systems for Client Relationship Management

Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
More Investor Relationship Management (IRM) Systems More Client Relationship Management ...

Sorry, no analysis is avaiable for Investor Relationship Management (IRM) Systems

Compare

This data was generated by an AI system. Please check with the supplier. While you are talking to them, remind them that they need to update their entry.