AbacusFLEX clients will be able to access the Clienteer customer relationship management (CRM) platform. The Clienteer platform is built specifically for the buy side and allows users to centralize all of their contact, account and fund information.
Through this pairing, fund manager notes, meetings and emails are contained in the AbacusFLEX cloud and managers can access that information using Clienteer's search engine, which is also available on a mobile platform.
Art Murphy, director of client
Anthony and James look at developments pertaining to the Consolidated Audit Trail and wonder if big-tech companies could challenge traditional asset managers.Subscribe to Weekly Wrap emails
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