RM Dashboard
Each morning, each relationship manager sees how the news affects their own clients' portfolios, using reconciled figures.
Checks
Each relationship manager sees only the clients they look after. The morning email to each one covers their own clients and no one else's.
Market news and research are matched to the holdings they affect, so a relationship manager knows which clients to call first.
A relationship manager can note trades made since the last custodian statement. The note sits on top of the statement and does not change it. When a newer statement arrives, the note drops away.
Fixed coupon notes near knock-out and accumulator events, one line per event.
Alerts that need a relationship manager go to that person's list, with the client and the reason.
Every number comes from a value read off a statement or a term sheet. If a value is missing, the line says so instead of guessing.
What you receive
Morning view of each relationship manager's clients
Daily email to each relationship manager, covering their own clients
List of structured product events
TAC matches the news to each relationship manager's clients and lists the events.
Our team checks the alerts and follows up with the relationship manager.
Your relationship managers decide which clients to call.