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DealCloud Investor/LP Management from DealCloud
Centralizes data, tracks communications, automates investor updates, delivers fundraising analytics and workflows, and integrates with email/calendars to streamline IR management.
Product analysis by function
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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