The SALYN Investment Client  Management Application allows you to record and maintain: Address information Relationship information Contacts Performance Restrictions Benchmarks   Provides easy access to client data to the portfolio managers and any other client liaison personnel regardless of their location.  Portfolio Management Views

In addition, To Do items, Appointments, Projects, Activities, Related Companies, Charts, Process Tracking and Expenses associated with the client company are listed in the tabbed sections.

Click on the tabbed section heading to see additional information about the company.

Other Relationships list the relationships this company has with other companies.

Performance - Record information about the status of the client's investment. This information can be downloaded from the portfolio management system like Advent's AXYS on a daily basis and allows the portfolio manager or any client liaison personnel to have access to this data when they are operating in remote locations or traveling.

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Restrictions - Record information concerning the restrictions the client has placed on the investing your firm does for them.

Benchmarks - Record the benchmarks to which the client wishes their portfolio performance be compared.

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