in|VALUE

When growing expectations of customers and high competition meet regulatory requirements and a volatile market, the complex asset managers’ business becomes even more difficult. In order to strengthen customer relationships and offer profound consultancy all the same, adesso developed the solution in|VALUE.

in|VALUE is based on the leading customer relationship management system Microsoft Dynamics CRM 2011 of which the standard functions for the business units sales, marketing and service have been enhanced by the specific business processes and contents of asset managers and private banks.

For instance, in|VALUE supports the contract management (inventory control and transactions) as well as performance and charges calculations and the issuing and management of Securities Trading.

in|VALUE – Licenses, Services and Extensions

adesso offers in|VALUE including licenses, all services with regard to the standard implementation and maintenance support. By this, customers get a transparent and save integration of the system into their existing IT infrastructure.

Individual adjustment can as well be ordered as the extensions in| VALUE DMS (document management), in| VALUE Portal (customer portal) and in| VALUE Mobile (for mobile use). in|VALUE can be operated in-house. As an alternative, the complete system’s operation can be carried out in cooperation with certified high security centers of Microsoft or TradingPoint (Germany).

Do you want to learn more about our solution? Talk to our consultants and ask for our individual consulting services.