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Hedge Fund CRM and Investor Relationship Management Software

Product Description
InvestorDynamo™ Enterprise (IDE) is the only Outlook-based, hedge fund CRM and Investor Relationship Management solution that runs on a scalable, relational database. IDE provides rich, industry-specific functionality, yet can easily be configured to a firm’s workflow. And because it resides in the familiar Microsoft Outlook® interface, it’s intuitive and easy to use from the start. Hedge fund clients find that InvestorDynamo™ Enterprise enables them to turn a mass of data – investors, contacts, and funds – into valuable connections.

Ideal Users
InvestorDynamo™ Enterprise is the ideal CRM and investor relationship management solution for a wide range of hedge funds:

• Sophisticated hedge funds with complex client relationships, resulting in increasingly demanding investor relations and client reporting needs
• Hedge funds that have deployed an investor management system, but are experiencing recurring performance and scalability issues
• Hedge funds that use generic CRM applications but are frustrated with the lack of industry-specific functionality and user adoption as well as the lengthy, costly customizations required to tailor the system to their own workflows
• Hedge funds that have traditionally relied on Outlook and Excel for contact management and client reporting but are outgrowing these applications
• Startup funds looking to get ahead of the technology curve by implementing a complete hedge fund CRM and investor relationship management solution that can easily scale as their firm grows

Advantages
InvestorDynamo™ Enterprise helps hedge funds maintain an edge in today’s competitive marketplace. Built in Outlook, the hedge fund software provides powerful marketing, contact, and investor relations management capabilities, enabling firms to:

• Store all information, correspondence, and documents in a central repository – accessible via Outlook – and link them to investors, contacts, and funds
• Track investor contacts, roles, and communication preferences to ensure the right person receives the right correspondence via their preferred channel
• Relate third-party advisors, cap intro groups, and consultants to applicable investors
• Generate automated reports and investor correspondence, including performance estimates and capital account balances
• Keep investor relations and fundraising activities from falling through the cracks with reminders, tasks, and follow-up flags
• Import performance data from Excel and third-party accounting systems
• View end-of-period account balances for funds and investors, and how contributed capital has appreciated over time; visually compare account performance with one or more indices
• Access data anywhere: offline, remotely, and via PDA
• Post investor correspondence and reports to a secure website with the integrated InvestorDynamo™ Online Reporting module
  
  
  

Feature Highlights

• Outlook interface that is intuitive and easy to use
• Hedge fund-specific features, including fields for tracking investments and future commitments across active and prospective clients, and recording capital changes and NAVs across different share classes and series
• Investor relations mail merge wizard to save time and reduce human error when generating investor correspondence and reports
• Synchronization agents to access data via PDAs; remote and offline options for further accessibility
• Data import tools for easily leveraging legacy data and external data sources (e.g. Excel and third-party accounting systems)
• Dozens of industry-specific reports and dashboards; support for both Crystal Reports and Microsoft SQL Server Reporting Services
• Intuitive query building tool to create ad-hoc reports and access relevant data sorted, grouped, and filtered by any criteria users choose
• Built from the ground up on the latest .NET architecture, and runs on Microsoft SQL Server for the highest scalability and performance
• Secure online LP reporting with the integrated InvestorDynamo™ Online Reporting module