DT Relationship (CRM)

DT Relationship is the Front-Office module fully integrated within DT Suite for Wealth Management, thus offering a wide range of features tailored to the needs of Wealth Management and Family Offices operations.

Customer Relationship Management (CRM)

DT Relationship offers a fully integrated, powerful CRM solution dedicated to answer the needs of Wealth Management and Family Offices operations. Its functionalities and its 360° view of clients and prospects offer wealth managers and financial advisors a strategic point of view on the value of their clients by going further than the selling of financial products and creating lasting and quality relationships with their clients.

The solution offers a single global screen in which users can navigate to easily access all clients’ personal and financial information, view the portfolio in real time, simulate the impact of a change in strategy or in the asset allocation, whilst offering a personalized and efficient service to increasingly demanding clients.

Wealth Planning

DT Relationship allows client relationship managers to define investors and portfolios profiles in order to generate sophisticated and scalable investment proposals that fit with clients’ requirements:

• Configurable profiling and scoring questionnaires depending either on regulations such as MIFID and/or the client’s Best Practices
• Investment profile definition
• Selection of the adequate investment strategy
• Investment propositions generation
• Investment propositions reporting

Wealth Management Reporting

DT Relationship answers any advanced reporting need and offers numerous personalized reporting features (either for internal or for clients purposes), relying if needed on specialized Business Intelligence tools:

• Integrated standard reports
• Personalized reports

Private Banking

DT Relationship gives end clients access to all the information available in DT Suite’s database via an extranet. An adapted architecture, advanced functionalities and a reinforced security model make DT for Wealth Management the ideal basis for all Web strategies

Data and Document Management

DT Relationship provides wealth managers with a smart data and document management solution that can store, extract, analyse and distribute any type of information in any format. Its advanced features tailored to the needs of Wealth Managers allow users to create specific analysis reports such as:

• Workflows Management
• Multi-source Data Integration
• Centralized archiving (convert document format, indexation, recovery