# ANALEC ClientManager

> Client relationship management and resource optimization for investment banking brokerage businesses. (iPhone/iPad app by ANALEC Infotech Private Limited.)

- Source: https://appshunter.io/ios/app/analec-clientmanager/id1044973184 (this page in markdown: same URL + `.md`)
- Developer: [ANALEC Infotech Private Limited](https://appshunter.io/developer/1044973183)
- Category: Business, Productivity
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 8.0 · 80 MB
- Released: 2015-11-05
- Data updated: 2026-06-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/analec-clientmanager/id1044973184/reviews.md

## What is ANALEC ClientManager?

ANALEC ClientManager empowers a global investment bank's brokerage business to proactively manage its customer needs and intelligently allocate resources to boost profitability

Empower your client service organization:
A suite of integrated and easy to use client servicing tools that ensure each touch-point of the client servicing relation – calls, emails, meetings, roadshows, conference, research consumption, client feedback etc. – are not only captured but iteratively feeds the client service process.

Boost client profitability:
Helps your organization fight the classic 80:20 challenge, wherein 20% of your clients are responsible for 80% of your business. Helping to optimize your sales & trading footprint across your clients, on the basis of importance, priorities, and revenue generation potential.

Actionable business intelligence:
Versatile management reporting tools that are able to meet your regular but also bespoke reporting needs, without delay or tedium; improving quality of decision-making across the organization.

Call List Management:
Unified user interface to list your individual clients, their priorities, their service needs, and any pending tasks against any of them

Individual client lists feeding activity into the Account Management structure to ensure all servicing activities is tracked at both the individual and account level without any manual process

Active management of "To Do items" and related tasks, both that are assigned to other colleagues as well as assigned to the logged in user from the rest of the business

Set minimum standards on service for individual clients (against specific logged in users) and have proactive alerts to ensure fulfillment

Roadshow Management:
Simple to use, intuitive workflow, and drag-n-drop capabilities to run and manage roadshow preparations

Ensure the most appropriate clients (in terms of either priorities or interests) are targeted for specific roadshow invitations

Seamlessly integrate Thomson Reuters’ buy-side portfolio holdings and contacts database to feed your roadshow invitation capabilities

Generate itineraries; commit meetings in MS Outlook calendar; incorporate logistics planning; and capture client feedback (on meetings) all within easy reach.

## Key features

- Client interaction capture
- Resource allocation optimization
- Business intelligence reporting
- Call list management
- Roadshow management
- Task and to-do management


## Frequently asked questions about ANALEC ClientManager

### What is the primary function of ANALEC ClientManager?

ANALEC ClientManager is designed to help brokerage businesses proactively manage customer needs and intelligently allocate resources to boost profitability. It captures client interactions, provides business intelligence, and manages tasks.

### How does ANALEC ClientManager help boost client profitability?

It addresses the 80:20 challenge by helping organizations optimize sales and trading footprints based on client importance, priorities, and revenue generation potential. This ensures focus on high-value clients.

### What kind of reporting capabilities does ANALEC ClientManager offer?

The app provides versatile management reporting tools that can meet both regular and bespoke reporting needs. This aims to improve the quality of decision-making across the organization without delay.

### Can ANALEC ClientManager help manage client communication?

Yes, it captures all touch-points of the client servicing relation, including calls, emails, meetings, and more, ensuring these are recorded and feed into the client service process.

### Does ANALEC ClientManager support roadshow management?

Yes, it offers simple, intuitive workflow and drag-and-drop capabilities for managing roadshow preparations. This includes targeting appropriate clients, integrating contact databases, generating itineraries, and capturing feedback.

### What devices is ANALEC ClientManager available on?

ANALEC ClientManager is available for iPhone, iPad, and iPod devices, indicating broad compatibility within the Apple ecosystem.

### How often is ANALEC ClientManager updated?

The latest version is 3.1.0, last updated on October 6, 2025. This suggests a regular update cycle for the application.

### Is ANALEC ClientManager free to use?

Yes, ANALEC ClientManager is available for free. There are no in-app purchases or advertisements mentioned, making it a completely free tool.

## Version history (last 5 releases)

### 3.1.0 — 2025-10-06

Bug Fixes
Crash Fix

### 3.0.7 — 2025-09-19

Bug fixes
Roadshow Time fix
Multiple Meeting popup Fix
Call duration zero fix

### 3.0.6 — 2024-09-19

Minor bug fixes  on roadshow meeting

### 3.0.4 — 2024-08-14

Minor Bug fixes

### 3.0.3 — 2023-08-30

Minor bug fixes, Roadshow Meeting Location View functionality

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## More apps by ANALEC Infotech Private Limited

- [InsightsCRM](https://appshunter.io/ios/app/insightscrm/id6557060988)

All apps by ANALEC Infotech Private Limited: https://appshunter.io/developer/1044973183

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-25.*