Professional client & entity management system for financial service providers

ITM Client is a comprehensive and professional software solution for state of the art entity management including trust & company administration. The product offers functions to mange all your client data and addresses. Keep track of services provided and mangage your fees, straight through to invoicing. Activity recording for an optimal work time, personnel, activities and appointments management. In addition, with its options, ITM Client enables centralized document management , electronic data archiving and automatic encyption of confidential data and supports your Compliance Department in the best possible way as regards Due Diligence and the MLA.

For who else is ITM Client also suitable?

ITM Client is designed for small, medium-size and large organizations and service companies -
primarily from the trust, corporate activities and financial/asset management areas.

In a broader sense, ITM Client offers all professional service providers a CRM solution with time & billing module.

Information on other options >>>