Portfolio Manager for Financial Wealth Management - Microsoft Dynamics CRM and Axonom Powertrak

Portfolio Manager

Matching your client's portfolio to their financial plan is the key to helping them reach their goals. Staying on top of what they own and what they should own keeps their loyalty and keeps your revenue up. Powertrak Portfolio Manager gets all the important investment details in one place to save you time. Easily email, call and record every interaction after you review their portfolio to make sure that they make the right moves at the right time. Categorize and summarize unlimited assets, watch key renewal dates, see current values and look for opportunities to move products and increase your planning revenue, all in one system.

Accessible from your web browser, this module provides the complete view into every customer's wealth and asset positions in one place so you can track against goals, identify opportunities for diversification, up-sell investments, and communicate with your clients. Easily follow up on key renewal dates, and quickly find everyone who may need to react quickly to market changes to protect their wealth. With optional integration to financial planning software, you can help clients make the right moves at the right time to reach their financial goals. Finally, with optional XML back-office integration you can avoid duplicate data entry and keep portfolios and investment values current.

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Summary

Monitor your customer portfolios in one place - Save time by tracking every asset, policy, investment, and values in one place.

Built on Microsoft CRM - Expand on top of the safe and powerful Microsoft platform.

Take action to achieve client goals and sell more - Communicate via email, mail, or phone right from the portfolio screen to quickly interact with customers when status, market factors, or other changes occur.

Look for opportunities to diversify and increase wealth - Knowing what customers are holding (and not holding) makes it easy to see holes and help them fill the gaps.

Renewals and value changes trigger alerts - Use the companion Renewal Manager and workflow to trigger reminders and alerts - nothing falls through the cracks.

Optional Links to Financial Planning Tools - Enter the Data once and run it into industry-leading financial planning software to keep you and your customers moving toward their goals.

Optional Links to Valuation and Back-Office Systems - XML integration makes it easy to update portfolio and investment valuations.

Product Details
Summaries & Details	Keep a complete view of net investments and summarized positions for every client right inside your browser. Powertrak provides a complete, yet simple portfolio listing and valuation. You can drill down into individual item details to save time digging into other systems!
See Values and Action	Powertrak shows you what current values are and can optionally trigger action when these values change. You can take immediate action to protect or enhance your client's positions. Use basis points to value net transaction opportunity for corporate portfolios.
Look for Holes	Every portfolio holds opportunity for improvement, diversification with fresh planning. With full investment detail and key dates in one place, you can develop investment plans that help you maximize your revenue and improve customer service.
Streamline your Follow Up Calls	Lower your costs and improve service through the use of renewal management and key date callback scheduling. For every important date, Powertrak gives you a simple, efficient way to trigger and manage every communication.
Built on Microsoft CRM	Microsoft CRM provides a safe path for scalability, integration, and business value based on Microsoft .Net and Web Services architecture. Powertrak is built in the same tools and shares the same data.
Use Microsoft Outlook	Save time and money using Email, appointments, schedules, meetings and call history review right inside the Microsoft office tools that you already know. Renewal Manager uses Microsoft Outlook and optionally pops alerts into email, to keep you informed everywhere.
Share Information	Integrated Powertrak and Microsoft CRM modules provide completely shared data and improved efficiencies of every department. Powerful security features allow only those with the appropriate permissions to see shared data
Business to Business and Business to Consumer	Powertrak handles both business-to-business and house holding for business-to-consumer portfolios. You can provide individual wealth management, corporate portfolio tracking, bundled investment management, and retirement plan portfolio tracking in one system.
A Complete Wealth Management Solution	Add Powertrak modules for Portfolios, Major Acquisitions, Marketing, Time and Billing and third-party tools like financial planning, agency billing and Microsoft Great Plains Financials as you go to round out a complete one-stop solution.
Completely Customizable	The Powertrak Application Builder can be used tailor screens and data items to get just the familiar feel that you need.
Optional Modules	Powertrak offers a selection of additional modules including Advanced Marketing, eCommerce, Customer and Partner Portals, Call Center, Advanced Service Management, XML Integration, Workflow, and a powerful customization Application Builder.

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Portfolio Manager

Portfolio Manager

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