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May 2023 Feature Release
May 2023 Feature Release

Introducing light CRM capabilities. Track your company-wide activities.

Updated over a year ago

Our May release is now LIVE! We focused on a highly requested feature for TransactIQ:

  1. Company Records. Now you’ll be able to enable you to centralize, log and track all your client activities, giving High Value Portfolio Manager more visibility into the companies you are working with. Learn more here.

  2. Deal. The use of “Transaction” in AnthemIQ has now been replaced with “Deal”. We hope this resonates with you and look forward to hearing your feedback.
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Check out this video for more details.

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