Find the best Investment Management CRM Software companies for your business. Compare case studies, success stories, & testimonials from the top Investment Management CRM Software vendors.
Backstop Solutions Group, LLC is a privately held Software-as-a-Service platform company, providing cutting-edge software to hedge funds, funds of funds, endowments and other institutional investors. Backstop Solutions was founded in …
AppFolio, Inc. creates cloud-based software built for specific verticals. AppFolio's mission is to revolutionize vertical industry businesses by providing great software and service. The cloud-based software helps their customers more …
SimCorp provides integrated, best-in-class investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers and sovereign wealth funds. Whether deployed on …
Juniper Square empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities. Our modern investment lifecycle management solutions empower GPs and LPs to connect and communicate …
MRI eSight Energy specializes in energy management software and services. Our energy suite eSight® is the most advanced fully web enabled energy monitoring and targeting package on the market. This …
Satuit Technologies is the premier provider of CRM, client reporting and portal software solutions for buy-side asset management, institutional, hedge fund, wealth management, private equity, and real estate markets. Satuit …
Intralinks is a leading, global technology provider of beyond the firewall collaboration solutions. Over 99% of the Global Fortune 1000 use the Intralinks platform to securely share content and collaborate …
Orion is a wealthtech company delivering an integrated suite of connected investment and advisory technology solutions for financial advisors on an open architecture platform, including CRM and related workflow tools.
Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through …
ProTrak International is the go-to choice for traditional investment managers, hedge funds, funds-of-funds, private equity firms and family offices seeking a highly focused, personalized, industry-specific, and easy to use CRM …
Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that …
Eze Software is a global leading provider of investment management software solutions designed to optimize operational and investment alpha throughout the entire investment process. Eze Software provides the platform for …
FeaturedCustomers has 2,001,097+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.
