Evora AM is a CRM system for Asset Management companies.
Business
Our CRM solution for Assets Management has a number of predefined main entities (Account, Contact, Prospect/Client, Manager/Vendor, Calendar, Task), and many secondary entities linked to the parent main entities. Relationship between a main entity and a different main entity or itself are Many-to-Many. Such flexibility is required to adequately capture the relationships in today’s businesses – consider how Accounts can be linked or aggregate with other Accounts in Family Offices; Contacts have connections with other Contacts; Tasks have intertwined nature in RFP process.
Users with administrative permissions are able to add other entities or customize behavior of the default ones. All system and user settings, presentation layouts and data structures will be stored in the database as meta-data, which will make it easy to change any labels or frames; add frames; customize field behavior including adding new fields, converting field data type, adding lookup tables and lookup fields; translate application to a different language, etc. Use of meta-data will allow us to pre-set “templates” for different vertical markets or flavors of the same market (e.g. Traditional Asset Management vs. Hedge Funds vs. Funds of Hedge Funds vs. Family Offices vs. Law Offices vs. Accounting Offices).
The meta-data is used by our powerful ad-hoc report generator to generate reports and mailings – both in tabular and presentation formats, including charting capabilities. Mail Merge and Mass E-mail campaign functions will be available directly from within our product, with automated recording of the campaign for historic and compliance purposes.
Documents are stored directly in the database for security and access management. Other modules – standard or custom, such as Document Management, Historic Fund Transaction Management, etc. can be plugged in at a later time; and via registration with the meta-data seamlessly incorporate in the application GUI.
Workflow automation features allow for effective management of repetitive tasks such as RFP process, periodic (e.g. quarterly) reporting, etc.
Support for themes and layout customization, dashboards allow users to adjust the application to their particular preferences.
The dedicated client’s front-end uses the Outlook GUI metaphor – de-facto standard in Windows OS applications.