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CRM built specifically for
family offices.
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Tightly integrated
with Aristata’s core applications resulting in
less customization, less configuration,
and less integration.
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Integrates with
Microsoft Outlook 2007 so that you can
synchronize Aristata Contacts with your
personal Outlook, view relevant Aristata
Activity from within your Outlook
Contact records, and easily capture and
categorize Outlook emails for storage
and archival in Aristata.
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Ensure client tasks
are properly prioritized and executed in
a timely manner. Through recurring and
non-recurring tasks, you have the
platform for building the business
process that is critical to efficiently
managing all of the information an
office tracks.
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Maintain more
effective meeting records by
categorizing meeting agendas,
tracking the decisions that were
made, capturing what documents
were reviewed, and recording
what tasks resulted from the
meeting. |
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Tasks - centralized task
management platform which ensures client tasks
are properly prioritized and executed in a
timely manner.
Meetings - manage meetings and keep a historical
record of meeting agendas, minutes, related
documents, and tasks resulting from client
discussions. This application ensures accurate
communication and accountability for
deliverables.
Contacts and Activities - full client
relationship management (CRM) built specifically
to track information and relationships specific
to family office management. Integrates key
contacts for each client in a seamless CRM
system which also integrates with MS Outlook
2007. Allows the storage of all relevant contact
information (email, phone, fax, cell, address,
etc.) for future communications. Provides the
ability to track and categorize all relevant
activities and interactions with various
individuals in the CRM.
MS Outlook 2007 Integration - Aristata
contacts can selectively be synchronized with
your personal Outlook. Contacts that are
synchronized with Aristata will display relevant
Aristata Activity in their Outlook contact
details. In Outlook, emails stored in your
Inbox, Drafts, Sent Items, or any other folder
you may have created to store emails, as well as
outgoing emails can all be added to Aristata as
an Activity in a few simple steps using
Aristata's custom Outlook Task Pane.
Document Management - integrated document
management system allowing all authorized users
electronic access to key documents (investment
reports, legal agreements, tax returns,
insurance policies, partnership agreements,
proprietary presentations, etc.).
Search - full data and document indexing
with actionable search results that respect
security permissions.
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