Engage for Asset Management

Built for the unique needs of asset management

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asset management dashboard

Product overview

Hitachi Solutions Engage for Asset Management is designed to meet the unique needs of top-tier asset management firms, retail fund wholesalers, institutional sales teams, and relationship managers. Tailored for the asset management industry, it delivers a centralized, 360-degree view of your key relationships including client, consultant, custodian, as well as core service providers and core relationships across other supported distribution channels.

asset management dashboard

Business outcomes

The foundation solution helps identify, manage, and track relationships between clients, pensions, endowments, foundations, defined contribution, sub-advisory, as well as financial intermediaries and strategically managed relationships.

  • Better profile and segment key relationships
  • Gain real-time visibility of opportunities, deal processes, deal insights, and forecast analytics
  • Track and manage distribution lines and performance of dealers, branch offices, and individual reps
  • Better manage pitch response and RFP and RFI process

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