This asset manager improved client communication and reporting by: 

  • Integrating Clienteer relationship management software with DST Sales Connect to gain a more holistic view of their top selling clients and their underlying reps, as well as capture granular data on purchases, net sales and assets.

  • Leveraging WebVision client portal to engage advisors and consultants with targeted content, documents, educational materials and videos behind log-in.

  • Building their brand and web presence by sharing important firm updates and reports, and seamlessly posting daily, MTD, YTD and ITD fund returns for website visitors.

  • Effortlessly track and manage their most complex consultant, advisor and partnership relationships with the help of Clienteer's best-in-class Outlook®, Exchange® & G Suite® integrations.