Alpha
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Industry leading solution for electronic subscriptions and KYC docs for investment firms.
Obsidian CRM seamlessly keeps track of all your contacts, notes, activities and opportunities using the interactive finance CRM dashboard.
Obsidian Investor Portals utilize interactive dashboards with automatic data feeds to better develop your client relationships.
Alpha FMC is a premier global consultancy specializing in the asset and wealth management industry. With a deep understanding of this sector, Alpha FMC offers tailored solutions that provide asset and wealth managers with a competitive edge through unparalleled expertise and industry insight. Key Features and Functionality: - Proprietary Domain Model: Alpha FMC has developed a specialized domain model that customizes Salesforce to meet the unique requirements of asset managers. - Accelerator Models: Their proprietary accelerator models deploy commonly required functionalities for asset managers, which can be further customized to suit individual client needs. - Comprehensive Implementation Support: Alpha FMC offers support throughout the Salesforce implementation process, including design phase accelerators, implementation phase accelerators, and post go-live accelerators. Primary Value and Solutions Provided: By partnering with Alpha FMC for Salesforce implementation or optimization, asset and wealth managers gain access to proven market accelerators that streamline the deployment process. This partnership ensures a tailored Salesforce experience that aligns with the specific needs of the asset management industry, enhancing operational efficiency and user adoption.
"Alpha FMC helps asset and wealth managers think smarter and shape their business for the future."
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What is Alpha?
Alpha FMC is a global consultancy specializing in providing expert advice and solutions to the asset and wealth management industries. With a focus on delivering strategic, operational, and technical expertise, Alpha FMC assists its clients in navigating the complexities of their sectors. The firm covers a wide range of services including business strategy, digital transformation, regulatory compliance, and operational efficiency. Alpha FMC operates across major financial centers around the world, offering tailored insights and comprehensive consultancy services to support growth and enhance performance throughout the asset and wealth management lifecycle.
