NAV Investor Portal & CRM from NAV Fund Administration Group

Integrated CRM and investor portal that enables fund administrators and managers to handle communications, KYC, subscription documents, reporting, distribution, and investor analytics.

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Investor Relationship Management (IRM) Systems for Client Relationship Management

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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