ANALEC ClientManager3.1.2

ANALEC ClientManager empowers a global investment bank's brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability

Empower your client service organization:
A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation - calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. - are not only captured but iteratively feeds the client service process.

Boost client profitability:
Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential.

Actionable business intelligence:
Versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization.

Call List Management:
Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them

Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process

Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business

Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfillment

Roadshow Management:
Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations

Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations

Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities

Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.

Version History - Fixed an issue where the phone dialer would occasionally not respond or crash on some iOS devices.
- Minor bug fixes 3.1.2 Sep 10 Bug Fixes
Crash Fix 3.1.0 10/06/2025 Bug fixes
Roadshow Time fix
Multiple Meeting popup Fix
Call duration zero fix 3.0.7 09/19/2025 Minor bug fixes on roadshow meeting 3.0.6 09/19/2024 Minor Bug fixes 3.0.4 08/14/2024 Minor bug fixes, Roadshow Meeting Location View functionality 3.0.3 08/30/2023 Minor bug fixes, Roadshow Meeting Location View functionality 3.0.2 08/22/2023 • Complete UI/UX revamp
• Users can now Edit Meeting Slot details for Roadshow meetings
• Users can now view Full Itinerary for Roadshows
• Users can now ‘Create Actions’ in To-Do
• Introduction of Offline Mode
• Minor Bug Fixes 3.0.1 11/17/2021 • Complete UI/UX revamp
• Users can now Edit Meeting Slot details for Roadshow meetings
• Users can now view Full Itinerary for Roadshows
• Users can now ‘Create Actions’ in To-Do
• Introduction of Offline Mode
• Minor Bug Fixes 3.0.0 11/16/2021 Minor bug fixes 2.4 08/14/2021 ∙Updates in security protocol
∙Minor bug fixes 2.3 08/11/2021 Minor Bug Fixes. 2.2 02/05/2021 Added new security feature for secure connection. 2.1 10/31/2020 Optimized for iOS version 9.0 and above, for faster response time and minor bug fixes. 2.0 10/08/2020 Minor bug fixes. 1.9 05/24/2018 Changed the UI to show full description of “TO DO List” tasks after expanding.
Added functionality to view Service History logged using desktop application.
Created the UI to show full details of “Client Interaction Note” opened after clicking the interaction.
Implemented the Alerts for Client Interaction Notes logged via mobile application.
Implemented the Tag search criteria directly on text (as opposed to current where @ or # is required to search the tags).
Implemented the changes regarding MiFID regulation so that the interactions/emails are not logged against non-entitled client.
Implemented the changes regarding MAR Regulation so that “High Value Engagement” can be captured on interaction.
Implemented the changes regarding MAR Regulation so the House View & Sales View can be captured using mobile application along with Client View.
Added the option to view Mobile number of attendees under Complete itinerary & My Itinerary screens. 1.8 05/04/2018 Bug fixes. 1.7 05/30/2017 Improvements for reliability and speed. 1.6 01/31/2017 Bug fixes. 1.5 11/04/2016 Bug fixes. 1.3 07/25/2016 :- Added feature to add Roadshow feedback. 1.2 03/22/2016 -: Bug Fixes 1.1 02/23/2016 1.0 11/05/2015