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Client Lifecycle Solutions LLC

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Client Lifecycle Solutions LLC

Overview:

Client Lifecycle Solutions offers a fully programmed workflow-approval and document-storage software, Client Lifecycle Exchange® (CLE®). Created by financial services asset management client service and technology professionals, CLE® mitigates enterprise risk when on-boarding new clients, creating new products, changing existing client contracts, managing side-letter agreements and trigger events as well as analyzing vendor contracts. CLE® enables involved departments across the firm to exchange information, attach documentation, register approvals or identify challenges -- and ultimately mitigate a firm’s risk while improving client service!

Business Process Management for the stages in a client lifecycle is one of several product offerings, including:

1.         RiskReporter

RiskReporter is a user friendly application with a rich Graphical User Interface that allows users to download, store, view and integrate risk statistics from multiple vendors, and risk reports for multiple portfolios from multiple sources.

2.         Finesse

Finesse is a comprehensive front-to-back software application suite for Trade Capture, Pricing, Risk and Reporting for multi-asset class financial products.

3.         PMforce

PMforce is a flexible, powerful project management system enabling the efficient management and optimization of Environmental Investments throughout the lifecycle of a project’s activity. PMforce was specifically designed for the management of Clean Development Mechanism and Joint Implementation project activities and can be easily adapted to any project.

4.         iMage

iMage is an efficient software solution that makes it easy to administer Hedge Funds without a substantial investment. iMage tracks fund subscriptions, redemptions, fees and allocations, broker payouts and fund NAV calculations.

5.         customized solutions

Customized Solutions are available after consultation.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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