REFERENCE DATA MANAGEMENT

We work with clients to manage existing databases
and provide advice and implementation services for new database services.

RELATIONSHIP MASTER

  • CRM

  • Entity Management

  • Tasks

  • Follow-ups

  • Correspondence Management

  • Bi-directional Link to Reporting

  • Partnership Systems

ASSET MASTER

  • Import Research and Feeds for Liquid Security Master

  • Build Master for Non-traditional Assets

  • Price and Maintain Master Elements