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CRM Software for Alternative Investment Business

Maximise the efficiency of your investment business by transforming the way you communicate with investors and brokers.

Investor Management Software

Invest more time where it counts.

Effectively manage relationships with investors and providers with investment management at the core of our software.

Statement Generation

Flawless statements, instantly.

Create and distribute personalised investment statements at the click of a button, reducing the risk of human error.

Built in Interest Calculators

Quickly calculate interest.

Calculate interest on investments with a wide range of configuration settings using our industry leading calculation engine.

Intelligent Workflows

Revolutionise your business processes.

Monitor and automate the progress of each investment at defined points with intelligent work flows that are custom built to match your business processes.

360° Customer View

Understand your customers.

View and interact with customers easily with integrated prospecting, marketing, sales and support.

Cost Effective CRM

Software that doesn't cost an arm and a leg.

Pay for what you need via affordable monthly payments and expand as your business grows.

Marketing Made Easy

Deliver great marketing campaigns.

Dynamic database filtering targets the right customers and lets you market your services in the most effective manner, whether via Email, Post or SMS.

Access from Anywhere

All you need is an internet connection.

The software is based in the cloud, meaning data is securely backed up. You can also restrict access to certain IP addresses and time of day.

Investment Industry Specific

Don't settle for bloated, generic software.

Our software is based around your industry specific features without the generic bloat of other CRM systems. We even work with industry bodies and providers to integrate with their services.

Tailor Made CRM Software

Software that adapts to your business, not the other way round.

Our flexible software compliments and works with your business processes using bespoke workflows to help you manage everyday tasks with ease.

Powerful Reporting

Complete insight into your business.

Reporting is crucial for any business to gain an understanding of what works and what doesn't. Our reporting suite allows you to report on any or multiple database fields.

Secure Data Storage

Secure, automated backup of your data.

You need never worry about losing your data again. We securely host and backup your data on our servers. We can even send you a backup via FTP for extra piece of mind.

User Permissions

Access to what is required and nothing else.

You don't want every member of staff to be able to view and modify all of your data, with our software you can make sure your staff can only view and modify the areas of the software they require.

Document Management

Seamlessly manage all correspondence.

Our advanced document management system allows you to create personalised documents at the click of a button and save any incoming correspondence alongside the customers record for ease of access.

Financial Control

Keep on top of your finances.

Process orders, generate invoices and manage arrears collection easily and effectively, all within the software.

White Label Software

Reinforce your business identity.

We will customise our software to display your logo and match the interface to your business colours.

Free CRM Updates

We'll never charge you for updates.

When we make updates you will receive that update at no extra cost and with minimal disruption to your service.

Sage 50 and Sage 200 Integration
BrightSign Electronic Signature

Our cloud based Alternative Investment CRM helps you manage an investment business more efficiently, allowing you to maintain a full history and auditable trail of investors and their investments.

Powerful document management allows you to quickly create contracts and documents that are personalised to your individual clients. Our cloud-based software does this by pulling in information from investor and investment records, giving each document a bespoke look and feel despite being generated with minimal user input.

Documents can easily be emailed to investors, brokers and pension companies, with all incoming documents saved against the corresponding record in the system. You’ll no longer waste time searching for key documents and will have access to the information you need quickly and efficiently.

It is important to have a clear view of the progress of all investments, our software provides an auditable trail from initial enquiry to the end of an investment. Processes and reminders can be customised to ensure important aspects of your administrative processes can be followed up efficiently without legislative or procedural requirements being overlooked.

Investor returns are calculated using a comprehensive and flexible range of algorithms and settings. Interest can be added over any time period with options for scheduled returns, compounding and promotional interest rates with tax deductions are made at source where appropriate. Our software makes managing your client investments easy and less time consuming.

The flexible Report Manager allows you to select individual data fields across the system and create bespoke reports important to your business. All reports can be saved in Excel or PDF formats allowing you to easily distribute them or analyse them in more detail. You can report on investments by investor, investment projects, investment values, brokers and pension providers alongside system-wide financial and sales performance.

If you think our cloud based Alternative Investment CRM is right for your business or you would just like to find out some more information please get in touch today and arrange a demonstration.

Want to know more?

Get in touch today and we will show you the benefits of Alternative Investment CRM.

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Officially approved
G-Cloud supplier.