From Investment Brokers and Real Estate Developers to Business Consultants and Private Equity Groups, managing prospects, clients, and assets is essential

RSM McGladrey provides software solutions to centralize data across departments and functions, integrate with core business systems for a single platform interface, and provide content libraries for efficient content management storage

We offer a customized approach to our services that’s based on your needs — combining in-depth industry knowledge and a longstanding commitment to growing companies.

• Investment Management - Capture and track all lead, client, and asset detail in one system, create relationships among these entities for improved account handling
• Broker Services - Provide a holistic view of customer's history, including past activity, policy information, renewal dates, and opportunities to up-sell additional services
• Prospect & Client Insight - Analyze customer information to better target your sales and marketing efforts
• Knowledge Base - Resolve common issues fast and avoid duplicating efforts, share expertise and easily distribute information through web or email responses
• Single Platform Integration - Flexible options for deployment and access allows you to import data from other systems
• Workflow - Automate processes to simplify administrative tasks and spend more time with clients
• Reports - Use Business Intelligence capabilities for dashboard reporting or take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.

Customer Success Story:

"Standardizing the access to our data improve our efficiency"

AMC Delancey Group is a private real estate investor with a commercial portfolio which includes multi-family, office, retail, industrial, hospitality and land. Their assets extend throughout all of the East Coast and their most recent projects include Senior and Independent Living Communities. Read full story

RSM McGladrey offers solutions from Microsoft for financial services including Microsoft Dynamics™ GP, Microsoft Dynamics™ SL, Microsoft Dynamics™ CRM and SharePoint Server. RSM McGladrey serves organizations in New York, Connecticut, Pennsylvania, New Jersey, Delaware, Maryland, Virginia, and Metro DC.