Abstract: The present invention concerns generally with client lifecycle exchange management, and, more particularly, with a method, a computer system, and a computer-implemented algorithm for managing and coordinating events in the asset management industry that relate to the acquisition and retention of clients and their portfolios, as well as the management of those events that relate to changes in on-going client contracts, including terminations of said contracts at the appropriate time, real-time collaborations between various functional areas of the organization.