The Release of dCRM 4.0: A Single View of Investor Holdings and Transaction Data
Monday, March 02, 2009
dCRM 4.0 combines the Investor Overview and Liquidity Reports necessary for today's turbulent market environment with best-in-class reporting and relationship visualization tools
Digiterre (www.digiterre.com) today announces the newest release of dCRM version 4.0, their workflow and relationship management system built specifically for the investment management industry. dCRM is used by many of the world's largest hedge funds, fund of funds, institutional asset managers and hedge fund service providers.
"Digiterre is delighted to announce the release of dCRM 4.0," says Ian Murrin, CEO of Digiterre. "The new product is 70 per cent faster than dCRM 3.0 and features a significantly enhanced Fund Flows module. It also features improved user-driven reporting and additional reports such as the Investor Overview Report which shows total holdings and a history of all recent transactions."
dCRM 4.0's Fund Liquidity Profile Report is proving to be of great interest to funds that are re-structuring or changing their lock-up and notice periods, or for those who simply want to improve the matching of investor and portfolio liquidity. The report displays the share class transactions that are coming out of lock-up together with investor holdings which are out of lock-up but have not been redeemed at the touch of a button.
These new reports provide investor relations managers with new insight into the behaviors of their investors, putting them in a better position to influence these behaviors and thereby increase investor "stickiness" in the fund.
"Beyond the new reports, our Report Designer tool enables non-technical users to create their own highly formatted reports which can incorporate charts and other structured data," says Murrin. "We've had especially good feedback about the improved workflow tools which enable business users to build complex, conditional workflows to manage, for example, a compliance process."
Further technical improvements include enhancements to the way the system integrates with Outlook and the ability to automate the production of marketing lists segmented by investor type.
dCRM 4.0 is available for immediate implementation. Digiterre has offices in both London and New York. To learn more about Digiterre and dCRM, please visit us at www.digiterre.com or contact us at info@digiterre.com.
About Digiterre
Established in 2000, Digiterre provides software products and enterprise software development services for the financial services and energy trading industries. Its clients include many of the world's largest banks, hedge funds, asset managers, fund of funds, fund administrators, prime brokers and energy & commodities trading firms. Strong company values and a focus on meeting and exceeding customers’ expectation, has ensured that Digiterre has an excellent reputation in all its operations. With offices in London and New York, Digiterre has over fifty customers globally and is seeing significant revenue growth in 2009-2010.