starPort CRM

starPort works natively with Advent Axys(R) versions 3.8 down to 3.5.1. Portfolio Center support available by mid may 2011.

Press Coverage:
http://www.investmentnews.com/article/20110220/REG/110229999
Actual Aticle PDF

Features:

• Define any information to be tracked at an account level
• Create dynamic screens and layouts to track information
• Read contact, labels, holdings data from Axys natively
• Define households, legal entities
• Create client files and groups in Axys
• Extract data to Excel
• Mail merge with any label data stored in the system
• Outlook synchronization of contacts and appointments
• View holdings, track notes and activities for clients