Utilizing "Best of Breed" processes and templates developed from over forty Asset Management implementations we deliver a turnkey solution that is customized to your specific requirements. Includes all Nelson's MarketPlace or Money Market Directory data on Sponsors, Consultants, and Managers with the relationships between them linked. All fields, tabs, screens and menus can be designed to suit your specialized needs.

The MBI|AM template grew out of customer needs. We listened and learned what the best Institutional Asset Managers wanted out of their CRM solution. The resulting product can help you define what you want out of your CRM solution.