Managing complex distribution networks, advisor relationships, and client communications requires more than a generic CRM.
Built on the Microsoft Dynamics 365 platform, Engage gives asset managers a comprehensive view of their distribution business, from firms, channels, and strategies to products, advisors, and investment accounts, so teams can work more efficiently and make more informed decisions.
Engage helps asset managers:
Gain a 360-degree view of clients and distribution relationships
Streamline onboarding, approvals, and business processes with automated workflows
Improve communication with integrated email, activity tracking, and proactive client alerts
