Hedge funds
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Hedge Fund CRM and Investor Relationship Management Software
Most hedge funds find that, as their assets under management grow, so too does the number of investors and the complexity of those client relationships. With an increasingly diverse mix of high net worth individuals, institutions, family trusts, foundations, etc., firms can no longer rely on Outlook and Excel alone to manage their information and business processes. Netage’s industry-specific CRM solutions enable hedge funds of all sizes to centrally manage their investor relations and marketing activities from an intuitive Outlook interface.
Which system is right for me?
| Business Need | Product Line |
|---|---|
| Investor Relationship Management: Managing investor profiles – including contacts, roles, and investment preferences; automating the generation of performance estimates, capital account balances, and other personalized mailings; dynamically linking investors to funds as well as applicable activities, correspondence, and documents. | |
| Contact Management: Centralizing contact management; tracking contact roles with respect to investors and institutions; seamlessly integrating CRM with Microsoft Outlook®; synchronizing contacts with PDAs (BlackBerry, Palm, etc.) | InvestorDynamo™ |
Web-based Investor (LP) Reporting: Secure online LP reporting; automating investor document generation and upload from InvestorDynamo™, Excel, or any back-end financial system; enhancing the firm’s brand identity; managing permissions and controlling data access. | |
| Hedge Fund Marketing and Fundraising: Centrally managing clients and prospects; running personalized campaigns; tracking indications of interest, subscriptions, and redemptions; maintaining a complete history of documents, activities, and correspondence. | |
| Performance Tracking: Importing fund performance data from third-party systems; viewing end-of-period account balances for funds, investors, and how contributed capital has appreciated/ depreciated over time; comparing account performance with one or more industry indices. | InvestorDynamo™ |
| Reporting: Leveraging dozens of industry-specific reports and dashboards (e.g. investor profiles, redemption schedules, account balances) out of the box; scheduling reports to run at specific times and having them automatically emailed to users as PDFs; creating ad-hoc reports or queries to access relevant data sorts, grouped and filtered by any criteria. | |
| Third Party Management: Marketing to third parties; reporting rollup investment data on institutions; tracking fee agreements; linking third parties to contacts and investors. |