Clarity Trust Manager™ extends the power of Dynamics 365 to provide a 360-degree view of your client information and related portfolios on a single, highly-configurable platform.
Clarity Trust Manager™ Includes:
Custodian Integration: Integration with custodian platforms like Schwab OpenView Gateway® and Fidelity Wealthscape®, and Portfolio Management systems like Orion® and Schwab PortfolioCenter®. See AUM at multiple levels of aggregation, asset allocation and targets, and holdings.
Electronic Form Filing: Integration with Laser App® to provide accurate and automated form processing
E-signature: Use Docusign® and Adobe Sign® to provide straight-through processing
Relationship Management: Uncover and import hidden relationships automatically using RelationshipMiner® to analyze historical email information. Use Dynamics 365 Sales Insights to monitor client health, ensure regular touches, and take advantage of built-in AI capabilities to provide “next best action” recommendations.
Rebalancing: Trigger rebalancing from within (product name) via integration with the most popular rebalancing platforms.
Portal: Provide portal access to your clients to improve communication and reduce overhead
Business Development: Manage your sales pipeline with dashboards and full built-in workflow capabilities.
Business Intelligence: Use Microsoft Power BI® to gain insights from your client, account, and trade information.
Financial Planning: Push client, relationship, and holdings data directly to MoneyGuidePro®
Mobile: Extend the power of Clarity Trust Manager™ to phones and tablets to get more done, wherever, whenever.