PM1e Customer Relationship Management (CRM)

The customizable PM1e CRM module enables relationship managers to collect and access all relevant client data in one place.



It offers the following extensions

• Dashboard for compiling the most important client information on one screen,
• Collector for collecting client data in a KYC-Workflow
• Relationship to graphically capture a client’s relationships (e.g., within a Family Office),
• Documents for straight-forward document repository capabilities,
• Contact Manager for address and activity administration, and
• Analysis for dynamic and individual reporting across the client base.

Click here to download the full PM1e CRM module data sheet.