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To avoid any unpleasant suprises, please provide us with some additional information about you and your organization. Thank you.


BUSINESS DESCRIPTION
Full Name
Organization
Email
Phone
Country
Accounts
Numbers of users
Asset Under Management ($M)

BUSINESS NEEDS AND REQUIREMENTS
Please rank by importance from 1 to 5 your needs
Portfolio Management
Portfolio Modeling
Reporting
Tax Reporting
CRM
Order Management
Performance Calculations
Customizable Reporting
Web Access
Content Management
   

BACKOFFICE USED
IBM/SIS CGI e-settlement Broadridge Dataphile
Broadridge SIS Broadridge BPS  
Clearing House: Other:
   

FRONT-OFFICE USED
CRM/Contact Management
Maximizer Outlook Salesforce Other:
ACT! Dynamics Siebel  
       
   
Porfolio Management
Odyssey Sungard Other:
Thomson Advent  
   
Other External Application
Thomson One Document Mgmt Fin. Planning
Reuters Plus Portal Other:
 

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