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End-to-end platform for investor relationship management, including CRM, investor portal, fundraising tools, deal management, portfolio monitoring, fund accounting, and reporting capabilities. Customizable workflows and dashboards tailored for alternative investments.
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
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Customer relationship management software specifically designed for tracking interactions with limited partners throughout the fundraising process.
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