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CRM solution specifically designed for investment professionals, featuring investor management, contact management, activity tracking, marketing list management, client reporting, client portal, and mobile access. Offers both cloud and on-premise deployment options.
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Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
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Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
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