What is CLMi?

CLMi is a cost-effective, cloud-based Client Lifecycle Management (CLM) platform for mid-size discretionary fund and investment managers that eliminates manual administration, accelerates client service, ensures timely recommendations and optimises cost-to-income ratio for wealth management advisors. 

CLMi is a mobile-first SaaS solution that provides single sign-in access to a holistic view of each client relationship, spanning the full client lifecycle: from initial engagement and onboarding through to ongoing relationship management.

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Client Onboarding