This module enables you to manage, inquire and retain all data for the various parties involved in this activity :

• Client families
• Depositaries
• Beneficial owners and other stakeholders
• Various parties (Self-regulatory associations, auditors, etc.)
• Prospects
• Etc.

Amongst all the information maintained in this module, we would like to underline :

• Identities, addresses, contacts
• Administrative management of companies, trusts, foundations, etc.
• Information on mandates signed with:
• Families
• Depositaries
• Checking your data at anytime against with the most common « black lists » of the market
• Management of all related documents. This management can also be integrated with an external system of electronic document management (DMS)
• Management of tasks and deadlines
• Monitoring of relations (client meeting reports, events management)
• Definition of the client families investment profile
• Definition of terms agreed with depositaries and any retrocession

It is also possible to define additional fields and combine them into custom pages.