Join us for a Capital Markets experience at Dreamforce.

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