What is dCRM?
dCRM is Digiterre's workflow and relationship management system designed for the investment management industry. It enables you to track, manage and report on all relationships and activities involving companies, contacts, funds, regulators and related counterparties.
dCRM is the product of choice of many of the world's largest hedge funds, fund of funds, institutional asset managers, private equity and wealth managers and service providers to the industry, that wish to maximize the value of their client and investor relationships.
dCRM supports key marketing and investor relations processes such as fund raising, opportunity management, investor recruitment, onboarding and servicing. The product also integrates fully with Microsoft Outlook, Word and Excel.
The dCRM Fund Flows Module enables firms to see the current valuation of each investor's holdings, as well as their transaction history. This enables advanced reporting for example the module produces liquidity reports at the click of a button, helping firms to mitigate the risk of future redemptions and where required, to manage the redemptions process more efficiently.
The standard product configuration includes dCRM Core combined with the Fund Flows Module. Additional modules include dCRM Connect which is an integrated and secure investor extranet facility, and dCRM Mobile options for laptop, Blackberry and Windows Mobile devices.
