Digiterre's client relationship management and workflow system designed specifically for the investment management sectorAbout Digiterre

Prime Brokers & Capital Introducers

Communica provides world class support for capital introduction and prime brokerage business processes.

The key benefits to prime brokers and capital introducers are:

  • Visual representation of client hierarchies helps to focus relationship manager activities on higher value outcomes.
  • Automated tracking of all client communications within a single repository reduces relationship management risk and enhances client service levels. 
  • Mapping investor requirements such as fund strategy, lock-ins, high water marks, etc. to key fund attributes improves matching while leading to higher levels of investment.
  • Ability to streamline collection and integration of monthly manager performance data with fund profiles, reducing cost overheads and monthly reporting cycles.

Key product modules are:

  • Communica dCRM - for contact & relationship management, investor opportunity management, campaign management, reporting and workflows.
  • Communica Connect - for the provision of a fully integrated investor website and extranet.
  • Communica Mobile - for using Communica on a mobile device.

 

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