Fund Manager Software

Fund Manager CRM Software

Fund Manager needs automation to manage the complex dynamics of Fund Management Business. Our Fund Manager Software helps fund managers like you to achieve trust and long term relationships.

Fund Manager builds trust. Trust is the foundation of successful long-term relationships and in financial services i.e. investment partners asset management finance, trust is earned by delivering value and highly-personalized service. Today, that means you need the support of a customer relationship management solution. And here we come with a solution. The Fund Manager Software CRM for Fund Management to make the financial services  work smoothly.

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At Pivotal, we know that no two businesses within your industry are the same. The Fund Manager Software CRM requirements of commercial or retail banks are vastly different from those of high-stakes asset management or mutual fund wholesaling. For this reason, our approach to developing tools for you is to give you a CRM solution built for the way you work and give you the flexibility to make it a perfect custom fit. Yes, we are here to customize our Fund Manager Software CRM to suit your business needs.

Dive into our Fund Manager Software CRM

Investor Detail Page

Differentiate your client experience with powerful process automation and insight into the full client profile and fund influencers.

Pipe Line Page

Optimize deal opportunities and client relationships with tools that enhance collaboration and support for sales, research and trading. Match clientss to products and deliver a highly-personalized level of service across each clients’s financial lifetime

Comments Section

Improve clients’ experience with every interaction, while consistently building client loyalty, capitalizing on cross-sell opportunities, and increasing profitability.

Fund Detail Page

Gain deep insight into client needs, drive better internal collaboration and speed the execution of multi-step processes.

Portfolio Page

Keep track of bought and sold funds under each client portfolio record or multiple client records.

Managing Multiple User Settings

Maximize your profitability with streamlined processes and at-a-glance visibility into multiple broker / agent preferences and performance.

Over all view through dash board.

Drive increased share of wallet with automated processes and visibility into client preferences and investing influencers.

More Information related to Fund Manager CRM Software

  • Fund Management CRM Software Demo.
  • Fund Management CRM Software Features.
  • Buy Now the most useful CRM Software for Fund Management

So if you are into investment partners asset management finance business then you are at the right place.