Demo environment
A portfolio manager's desk for Cantor Fitzgerald
This demo brings together the three capabilities you asked for — a client CRM, a complete comms log, and a secure client portal — in one working environment.
Client CRM
- Client 360 with segments and key facts
- Review scheduler tied to mandate frequency
- Attention queue for quiet clients and overdue actions
Comms logging
- Calls, meetings, emails and portal messages in one timeline
- Transcripts and revision history kept forever
- Auto-linking from inbox and chat
Client portal
- Secure portfolio, documents and messaging
- Document requests and change-of-detail workflow
- Unread badges and access tracking
Live demo data
Built around realistic Irish client data
The demo book contains 14 clients including individuals, families, credit unions, charities, trusts and corporate entities. Every client has mandates, holdings, comms history, documents and notes so you can see the system working end to end.
- Holdings, cash and valuation history for every mandate
- Stale-contact warnings and review alerts
- Unlinked comms queue with confidence scoring
14
Demo clients loaded
Including Margaret Cullen, St Brendan's Credit Union,
The Ashling Trust and Hartnett Motors Limited
This is a browser-only demo. No data leaves your machine, and no back-office, telephony or Microsoft 365 integration is active.