ACE Investment Calendar (AIC) is more than just an event management solution. The AIC facilitates easy event creation, an aggregate view of events, venue booking and notifications to stay in-the-know. Our collaborative approach allows for a configurable implementation integrated with internal data for ease of use, and intuitive workflows to maximize efficiency. Best of all, work on-the-go or within your typical workflow using ACE for Outlook where you can access CRM lists for personalized distribution, reference recent touchpoints, and log emails, meetings and call reports.

  • Streamline event management workflows
  • Access an invitation matching engine and manage meeting conflict management
  • Enhance venue and meeting room management
  • Customize views with multiple filtering options
  • View relevant, targeted invitations and notifications
  • Use ACE for Outlook for a side-panel view, or immediate access to action items
  • Manage a flexible, dedicated investment professional workflow
Investment workflow