CRM for Hedge & Alternatives

Our CRM solution helps Hedge Fund and Alternative Managers raise capital, grow investor relationships and analyse opportunities, empowering your teams to grow Assets under Management faster
Relationship Management Investor Pipeline Golden Source Client Data Investor and Portfolio Dashboards Email Sync Onboarding Workflows Automated Reports Integrated AUM, Flows and Performance Marketing Automation
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Key Features

Interaction Management

Seamlessly keep track of all your contacts, notes, activities and opportunities using the interactive finance CRM dashboard

Prospect Portal

An integrated prospect portal allowing you to share key information, files and view prospect interactions for more effective follow-ups

Advanced List Building

Quickly create lists using the advanced filter features and export them to use in your marketing campaigns

Smart Mail Integrations

Integrate with your client master, transfer agents and more to associate all of your agreements across clients and fund ranges

Secure File Sharing

The CRM suite includes standard data room functionality giving you the ability to easily store and share files with prospects

Mobile-friendly Design

Complete flexibility with this fully mobile responsive solution. Access all your information on the go on any device

Embedded Assets & Flows

Interactive portfolio and investor dashboards, digital and website integrations and online data rooms mean our CRM users can access economic insights, real-time trade notifications and accurate automated reporting

How CRM empowers Hedge & Alternative Managers

Chief Operations Officer

Fixed-Income Specialist Manager

I want a finance-focused CRM that allows my teams to managing client data, onboarding and reporting centrally across funds

VP, Business Development

Alternative Asset Manager, Global Macro

I want to be able to quickly pull up full histories of interactions, meeting notes and investment performance for contacts I am working

Senior Associate, Client Team

Asset Manager, Alternative Strategies

I need to be able to manage relationships, influencer roles and investments across High Net Worth Individuals and Families Offices

Interested in finding out more?

Book a product demo to see how our CRM solution can help you capture, manage and analyse client relationships, opportunities and activities within your organisation