Affinity™ SQL Data Repository for Advisors

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Affinity - The Operational Platform for Savvy Advisors.

An Integrated Solution that Blends the Stability of Legacy Systems with the Power of Leading-Edge Tools!

One central portal to quickly find all client, prospect and 3rd party information.

Affinity is the hub for all Advisor data that turns disparate data into Business Insight. It creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business.

Affinity centralizes all data sources in a single, aggregated Wealth Advisor portal

and then proactively delivers the information you need via CRM, Client & Mgmt Reporting, & Advisor Dashboards.

Affinity also allows significant asset growth and profitability without proportionately growing workload and overhead!

Key Features

Import Data from Multiple Sources:

  • Portfolio Accounting
  • Broker/Dealers
  • Custodians
  • Transfer Agencies
  • Sponsor Platforms
  • Financial Planning
  • Trading
  • Internal Databases
  • 3rd Party Data

Aggregate Data in the Affinity SQL Data Repository

The hub for all Advisor data that turns disparate data into Business Insight

Distribute Information When & Where It Is Most Effective

  • ClientLogix CRM
  • Digital Marketing
  • Power BI Dashboards
  • ClientRep Custom Reporting
  • Portfolio Accounting

Users can now view and/or receive information that is refined specifically for their role & job function, highlighting business insights and suppressing extraneous data.Adoption soars when people can arrange the interface to meet their personal preferences, both in the office and on their mobile devices.

Key Benefits

Access Your Information from Anywhere on Any Device!

In the office, at home, in the car, walking into a client meeting, all your key information is effortlessly at your fingertips.

Significantly Reduce Your Workload & Overhead.

Allow for the Next Stage of Asset Growth & Profitability.

Streamline & Reduce Effort for Managing Current Business.



Product/Service details