Fund Manager Software Features

Fund Manager Software Features

In our CRM Software, we have implemented simple, straightforward and must have Fund Manager Software Features. Most importantly these features are developed to manage Corporate Fund Management Business for Brokers managing funds for Corporate Clients.

Fund Manager Software

fund manager software

1] Add thousands of Clients(generally known as corporates who act as Investors). You can even add their contact details to manage their Funds and Portfolios.

2] Maintain their comments history to allow you to make informed decisions.

3] Swiftly manage the flow of Funds by our system auto population and auto calculation automation.

4] Upload necessary Documents related to each of the Investors

5] Use the Calendar to manage appointments, alerts, reminders and other time related stuff.

6] Get entire system activity into graphical representation on the Dashboard and more