Module CS — Early access
Customer Services
The client book, run like a private bank.
The operational side of wealth management, finally in one disciplined workbench: client records, orders, custody, compliance screening and reporting — with an audit trail under everything and a proper close at the end of the month.
cs.investintell.com
Capabilities
The whole servicing day, on the record
The complete client book
Individuals and organizations with their related persons, contacts, documents and accounts — plus a pre-check to screen a prospect before they ever become a client.
Orders with a memory
Place, follow and cancel orders from a live blotter. Every state change and every execution stays on the record, ready to be replayed.
Custody, in one drill-down
Safekeeping and cash accounts with positions, valuations and transaction history — one consistent path from client to account to position to instrument.
Screening on demand
Check one name or fifty at once against global watchlists and exposure databases. Review the hits, keep the history — every check is preserved for audit.
Reports worthy of the letterhead
Full performance packs per client — returns, allocation, attribution, flows and income — frozen as point-in-time snapshots that reopen exactly as they were issued.
A disciplined close
Month-end is an event, not a hope: preview what will freeze, execute the close, and keep the history. Roles decide who may look and who may act.
Datasheet
Specifications
- Access
- cs.investintell.com
- Status
- Early access
- Connectivity
- Open industry standards for bank & custodian feeds
- Controls
- Role-based access · full audit logging
- Reporting
- Point-in-time snapshots, multi-currency
- Built for
- Operations & client-servicing teams
The suite
Works alone. Better in company.
Next
See it focused on your book.
A private demonstration on your real use case, arranged directly with our team.