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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 software 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 funds 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 vertical functionality and user adoption, or the costly customizations needed to tailor these systems to their workflow
• 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

Advantages
InvestorDynamo™ Enterprise helps hedge funds maintain an edge in today’s competitive marketplace. Built in Outlook, the hedge fund CRM software provides powerful marketing 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 account balance statements
• Keep investor relations activities from falling through the cracks with flags and follow-up reminders
• Import performance data from Excel and third-party accounting systems
• View end-of-period account balances, and how contributed capital has appreciated over time; benchmark performance against multiple 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-based CRM software that is intuitive and easy to use
• Tools for tracking investments and 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
• Data import tools for easily leveraging legacy data (from CRM and contact management systems) and external data sources
• Dozens of hedge fund-specific reports and dashboards
• Powerful query tools to instantly create ad-hoc reports and access relevant data
• Built from the ground up on the latest .NET architecture, and runs on Microsoft SQL Server for the highest scalability and performance
• Integrated online investor reporting with InvestorDynamo™ Online Reporting

_{Hedge Fund CRM  |  Investor Relationship Management}