Combine the familiar Outlook interface with the unparalleled scalability of SQL Server back-end and .NET architecture. Manage the pipeline in Outlook views and group by multiple criteria (status, follow-up date, ERISA, etc.).

Use hundreds of industry-specific fields (or add your own) to track in-depth client and prospect information, follow-up status, linked contacts, documents, and correspondence. Preserve your hedge fund’s intellectual capital in the case of employee departure.

Support compliance by keeping an activity log with emails, phone calls, meetings and tasks linked to each investor, prospect, or third party. Link incoming and outgoing emails to prospect and investor profiles, run and log automated mail merges to selected contact groups.

Analyze data with a range of reports: ERISA capacity and investment volume, compliance, performance, qualifications. Identify trends, plan cash flow, and check compliance milestones.

Make more informed management decisions based on a rich set of dashboards.