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Client Management System

Manage sensitive data - in one modular system

  • Modular client management system for comprehensive client administration, compliance, auditing, management and back office
  • Real-time access to sensitive client data for all parties involved
  • Seamless integration of other Pythagoras modules for additional functionality
  • Optimization of data management and access for maximum efficiency
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Benefits of the Pythagoras Client Management System

Zentral
Central

Manage all sensitive client data at one location, with complete history for audit and KYC requirements

Analytic
Analytic

Module for analyzing and assessing risks according to internal requirements

Traceable
Traceable

Log for all communication, phone calls, appointments, activities and reminders

Clear
Clear

Financial profiles of customers for better service and optimal guidance

Secure
Secure

High data security through local installation, no internet connection required

Effizient
Efficient

Efficient management of multiple addresses, contact data and instructions

Comprehensive
Comprehensive

Familial and business connections (relationship networks) are represented

Modular
Modular

Additional Pythagoras solutions can be seamlessly integrated according to individual needs

The functions of the Client Management module

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DATA EXCHANGE

Ready for automatic data exchange with tax authorities

MONITORING

of changes in reference data or risk factors

ADMINISTRATION

of UBOs (Ultimate Beneficial Owners), source of funds, tax liability, financial products

DOCUMENT MANAGEMENT

with monitoring of validity, for example, of passport copies

RISK CALCULATION

based on country, industry, profession or other criteria

LANGUAGE SELECTION

User interface can be individually adjusted to different languages

SCALABILITY

Expandable from a single-user installation to a multinational system with thousands of users

PROFILE RECORDS

Quick document storage including e-mails and memos directly in the customer profile

REPORTING

Versatile options for regular and instant reports

About the download

A description of the solution, its benefits and features can also be downloaded as a PDF.

PDF Download
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The solution in a nutshell

The Pythagoras Client Management System forms the core of our solutions and enables client advisory, compliance, audit, management and back office to manage sensitive client data and access up-to-date data. It analyzes client needs and creates comprehensive client histories to expand business relationships. At the same time, it monitors customer data to meet regulatory requirements. Our solution optimizes customer relationships through in-depth data analysis and management and provides an efficient way to meet regulatory requirements.

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