Industry-Specific
and Experience-Driven CRMs
Realize Your Immediate Advantage
Our CRMs allow firms to start On 3rd Base, with a purpose-built product that provides 80% of what firms need out-of-the-box. Solving the remaining 20% in unison according to your bandwidth, challenges, and nuances.
Flexible Persona-Driven Workflows
Different personas use data differently, SS&C CRMs intuitively present these data variants without confusion. From access control to feature extensibility our persona-driven workflows drive adoption and scale.
Full-Service Engagement
From the conversion of legacy data to product implementation, training and education, customer success, and additional development efforts, our in-house teams are your perfect compliment.
Trusted Platform Partner
We've been working with Salesforce and Microsoft for 20 years. Developing a relationship, team, pricing structure, and product to fuel your growth.
Featured Resources
We turn generic CRMs into powerful and intuitive tools that deliver personalized engagement, proactive advice and real-time insights.
eBook
5 Considerations When Choosing a CRM for Your Advisory Firm
Case Study
A Day in the Life of a Research Analyst
