This app was more than just a fund manager's black book of contacts and shortcuts. It organized their book of business anyway they wanted to get just the information they needed.
Fund managers were able to organize their clients by any number of factors, then assign specific custom strategies to each, that could then be tracked.
3rd party news articles and content were pulled in and could then be assigned or recommended to (based on their individual investment strategy), and then pushed out to clients to keep the client relationship fresh.
The coolest part of the app is the ability to take a client's strategy, history and performance and dynamically turn it into a templated walk through presentation or shareable PDF at the push of a button, cutting down on hours of presentation creation. This part of the app could then be skinned for their clients to use from themselves with their own branding.