at Financial Technnology Year
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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.
Other Client Relationship Management
A financial analysis desktop and mobile platform that provides access to real-time market data, news, fundamental data, analytics, trading, and messaging tools. Covers multiple asset classes with customizable workspaces and APIs for integration.
Broadridge Investor Communication Solutions
By: Broadridge Financial Solutions
https://www.broadridge.com/solutions/investor-communications
By: Broadridge Financial Solutions
https://www.broadridge.com/solutions/investor-communications
This platform offers comprehensive IRM solutions that streamline communications and interactions with shareholders, including reporting and regulatory compliance tools.
A cloud-based IR management solution designed to streamline and enhance communication with investors, manage shareholder data, track investor engagement, and provide detailed analytics.
A comprehensive suite of tools for managing investor relations including analytics, website hosting, and secure video conferencing for investor meetings.
FactSet Client Relationship Management
By: FactSet
https://www.factset.com/products/client-relationship-management
By: FactSet
https://www.factset.com/products/client-relationship-management
Combines financial data with CRM capabilities to enhance investor experience. Features include portfolio management, client reporting, and data integration.
A comprehensive Investor Relationship Management solution that integrates all aspects of investor communication and reporting, offering metrics for investor engagement and tools for managing relationships effectively.
An intuitive investor relationship management system that simplifies document sharing, provides personalized reports, tracks investor preferences, and enhances communication, streamlining the investor experience.
DealCloud Investor/LP Management
By: DealCloud
https://www.dealcloud.com/solutions/investor-relations-management/
By: DealCloud
https://www.dealcloud.com/solutions/investor-relations-management/
Centralizes data, tracks communications, automates investor updates, delivers fundraising analytics and workflows, and integrates with email/calendars to streamline IR management.
NAV Investor Portal & CRM
By: NAV Fund Administration Group
https://www.navconsulting.net/investor-portal.html
By: NAV Fund Administration Group
https://www.navconsulting.net/investor-portal.html
Integrated CRM and investor portal that enables fund administrators and managers to handle communications, KYC, subscription documents, reporting, distribution, and investor analytics.
Dynamo
By: Dynamo Software
https://www.dynamosoftware.com/solutions/investor-relationship-management/
By: Dynamo Software
https://www.dynamosoftware.com/solutions/investor-relationship-management/
End-to-end platform for investor relationship management, including CRM, investor portal, fundraising tools, deal management, portfolio monitoring, fund accounting, and reporting capabilities. Customizable workflows and dashboards tailored for alternative investments.
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.