at Financial Technnology Year
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Advent Genesis & Advent Client Portal from SS&C Advent
Offers a comprehensive solution for portfolio management, mobile client meetings, secure document vault, real-time communication tools, and personalized reporting. Empowers fund managers to engage with clients via mobile-friendly meetings and CRM integration.
Product analysis by function
Mobile Meeting Technology for Client Relationship Management
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
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