Nexgen CRM

Nexgen CRM

Nexgen Customer Relationship Management System (CRM) is a data driven solution to improve the partner’s customer base by maintaining and managing customer relationships effectively. It allows seamless access into customer information compiled across different channels throughout the customer life cycle.

With Nexgen CRM, partners can centralize all their client activities, documentation, research materials and e-mail communications. Other functions include recording various customer interactions, automating various tasks, calendars and alerts and giving managers the privilege to track performance and productivity. It also restricts access to ensure compliance with internal and external policies.

Nexgen CRM streamlines processes and increase profitability in sales, marketing and other service divisions by managing interest levels, client types and investment probabilities. It also helps in creating and sharing reports and analytics to measure sales effectiveness.

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Nexgen RMS

Nexgen Research Management System (RMS) is a full-featured, automated and user friendly solution that helps in managing and accessing information stored across various data systems through a single console.

Nexgen RMS makes use of a simple knowledge interface to stock up and deliver information that is critical in decision making. Data spread across disparate systems are structured and consolidated by storing it under various categories, tagging it for the relevant keyword.  This enables users to both create and search for information, internally or externally through powerful and intelligent search based on keywords and intent.

Nexgen RMS simplifies and automates many tasks like planning surveys, scheduling interviews, tracking emails and many more. With this system, it is simple for portfolio managers to configure and generate portfolio.  The financial advisors could monitor the status of various tasks and speed up operational workflows with minimal administration. Email conversations, documents, reports and everything can be accessed at a single search.

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Nexgen RMS

Nexgen CAM

Nexgen CAM

Nexgen Personal Trade Compliance (CAM) is a peerless product geared towards automating employee personal trade compliance requirements. It provides legal and compliance departments with a comprehensive view of employee and company activity as defined by the firm's code of ethics policy. It minimizes the total amount of monitoring required for compliance by providing all the tools required to mitigate risks and protect the firm.

With Nexgen CAM, compliance officers can easily manage vast, disparate data and processes to comply with the changing trading regulations. A sophisticated configurable alert system has been implemented to notify selected users or groups of any discrepancies within the selected categories.

Nexgen CAM provides complete information segregation by providing data access only to the appropriate business units. The system checks for current and historical records to verify if the employee’s personal account dealings are consistent with the company policies.

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Investor Portal

Nexgen Investor Portal is a fully customizable, web-based reporting system that gives investors an easy access to information and reports about their investments. This feature-rich, user friendly portal completely redefines how the partner and clients access, analyze and view financial information.

While providing a safe and secure access to information for the investors, the partner is given full control over the flow of information. The user permission system ensures that each visitor has accessed information corresponding to the user privilege level.

Fund managers can post fund performance, research data or account-level analytics. Investors can securely access fund & account statements, transaction history, partner letters, K-1s and check how well their funds are performing. The portal is designed to deliver transparency to the investor base and enhance productivity. The system allows funds of funds, family offices and other investors to provide transparency into their portfolios and helps in streamlining marketing processes by qualifying prospects online.

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Investor Portal