Engage for Asset Management

Built for the unique needs of asset management

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Supercharge your relationships

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.

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

Tailored to your needs

Earn and keep customer trust

Engage for Asset Management is tailored to meet every need of top-tier asset management companies. Our asset management solution built on D365 is the hub for relationship managers and wholesalers, so all operations and oversight can be streamlined for maximum accuracy and security.

Dependable data for accurate reporting

Produce reports on key metrics, including closed deals MTD or YTD, total AUM, total net new assets, prospecting activity, and sales pipelines, while supporting details such as top referral sources, cross-sell strategies and products, average sales cycle, and more.

Seamless integration across systems

Surface relevant and contextual information from third-party providers as well as managed account and record keeping platforms, ensuring relationship managers and supporting team members have a complete view of their constituency.

Streamline team collaboration

Relationship management

Easily track, manage, and understand key relationships and simplify the complex web of people across institutional and intermediary distribution channels, including clients, fiduciaries, RIAs, FAs, and consultants. Enable end users to surface key data at various levels, including dealer, branch, and individual reps, exposing opportunities for coordinated development and focus.

Deal management

Enable your teams to better coordinate around the deal with collaborative tools and real-time access to client profiles, prior pitch and presentation materials, performance data, and mandate requirements. The solution also utilizes best-practice process flows to further streamline team collaboration around asset classes and strategies to drive efficiency with RFP and new account setup processes.

Unified tools and real-time access

Manage marketing and development campaigns

Communicate the right messages to the right people with a set of unified tools so you can plan and execute campaigns and measure results.

Document management and reporting

Enhance the productivity of your people by giving them secure, managed access to agreements and other client artifacts so they can better execute on deals. It provides the reporting capabilities needed to achieve greater visibility into opportunities, at-risk or vulnerable clients, activities, and trade details surfaced via dashboards and homepages that have been tailored for the individual users within your organization.

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