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Collier & Associates brand mark featuring the core services: Business Transformation; Enterprise Systems; AI-Enabled Execution.
Company Type

Mangham Associates, a $2B+ AUM multi-asset investment manager; LedgeX already carried a module named IRM; the principal extensively expanded it into a full CRM within the bolt-on suite.

What Drove the Need

  • Client and investor relationship management needed to live on the portfolio platform, not in spreadsheets

Business Impact

  • Client and investor relationship management moved off spreadsheets and onto the LedgeX portfolio platform through an extensively expanded IRM module (Case 10)

Systems/Data Integration

  • LedgeX

Design

  • Module expansion integrated with LedgeX; Silverlight and LightSwitch desktop front ends

Technology Stack

  • C#/.NET integrated with LedgeX

  • Silverlight and LightSwitch front ends

IRM — LedgeX Investor-Relationship Module Expanded into a Full CRM

Extensive expansion of LedgeX's IRM module into a full CRM supporting client and investor relationship management.

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