Who Uses This Software?

Investment Advisors, Wealth Mgrs, Family Offices, Hedge Funds & Private Equity firms having $1 billion AUM minimum.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • UNAPEN
  • unapen.com
  • Founded 1991
  • United States

About ClientLogix

A CRM, Business Intelligence & Compliance solution that simplifies the daily challenges of Investment/Wealth Managers & Family Offices.


ClientLogix Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management

ClientLogix Reviews

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