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.

1] Add thousands of Clients(generally known as corporates who act as Investors). Besides, 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

If you don’t find the features you’re looking for, don’t worry. Then, make a list of the characteristics your fund management software must have and send it to us through email. We would be happy to add the features you want and adjust the system to suit your requirements. Finding software that is a fantastic fit for you might be difficult because every company has a distinct working style. And this is where we step in since we have complete control over the system.

Your current system may therefore be further modified to suit your demands. And your company will unquestionably choose it as the finest way to run its business operations. To make sure that business activities are not jeopardized, a perfect system is required. This is crucial so that the system receives all of your data and you have total control. Consider Bespoke CRM Development as a result since it will benefit your future growth while saving you time and money.

Get in touch with us and let us know what special features you want to have included in your fund manager software.