CRM for Boutique Investment Managers

Manage B2B and B2C sales processes including contact, event & opportunity management with an intuitive, mobile-first, work-bench for sales, marketing and service professionals
Relationship Management Client Onboarding Opportunity Management Golden Source Client Data Interaction Tracking Digital Channels Lead Lists Client AUM & Flow Marketing Automation
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Key Features

Enterprise BI & Reporting Integrations

Advanced in-app analytics dashboards and third-party data integrations that help you truly understand client trends and sales activity

Advanced Client Hierarchy Manager

Seamlessly model your client contacts and organisations to reflect third-party advisory roles, parent ownership structures and more

Real-time AUM & Flow Integrations

Integrate economic data across segregated accounts and pooled funds and see AUM & Flows update as your client data changes

Single view of client interactions

Seamlessly track of all your contacts, notes, activities and opportunities to get a full view of when and how clients are engaging

Client Alerts and Notifications

Setup alerts for large client trades, RFP due dates and more with user or team specific alerting & email notifications

Document Management

Data room functionality to enable easy storage, tagging and sharing of files with prospects and clients

How CRM empowers users at Boutique Investment Managers

Client Service Specialist

Discretionary Investment Manager

I want to be able to quickly answer client queries related to valuations, distributions and latest trade activity at account and client level

Head of Business Development

Boutique Asset Manager

I need to be able to analyse my sales pipeline, including opportunities, tasks and related CRM interactions to ensure we convert leads

Country Manager, Sales

European Long-Only Asset Manager

I want to setup client hierarchies, tag influence/advisor relationships and land flows against my clients to link sales activity with sales outcomes

Interested in finding out more?

Book a product demo to see how our CRM solution can help your organisation grow assets, improve client profitability and increase sales effectiveness