dCRM: Client Relationship Management
dCRM is a unified relationship management “hub” which enables you to track, manage and report on all relationship activities between companies, contacts, funds, regulators and related counterparties.
dCRM is the most advanced, scalable and easily customized client relationship management system available to the alternative investment community and is used by many of the world’s largest funds and service providers.
dCRM is built on Microsoft’s MS-CRM “chassis”, making it fully compatible with any business running on a Microsoft network.
dCRM is designed to address the needs of hedge funds and other investment managers such as fund of funds as well as service providers such as custodians, fund administrators, prime brokers and capital introduction teams.
Find out more about the key features of dCRM.
Hedge Funds and Managers of Alternative Investments
- Integrated fund holdings data and client contact information improves tracking of investor movements into and out of the fund.
- Unified repository of client-centric information enhances client service delivery.
- Advanced marketing list creation and automated campaign management contributes to faster and more measurable AUM growth.
- Streamlined processes increase marketing efficiency and reduces overheads per $ of incremental AUM.
Fund of Funds
- Streamlined client reporting and communication processes, reduces cost overheads and frees up resources to focus on content quality and accuracy.
- Ability to integrate single fund performance data sources with your due diligence information creates a 360 degree view of underlying manager performance.
- Automating the KYC process reduces errors and turnaround times to shorten the “investor pipeline.”
- Improved marketing campaign management contributes to faster and more measurable AUM growth.
Custodians and Fund Administrators
- Visual representation of client hierarchies helps to focus relationship manager activities on higher value outcomes.
- Unified repository of client-centric documentation reduces error levels and enhances service efficiencies.
- Increased effectiveness of prospecting activities contributes to faster AUM growth.
Prime Brokers
- Visual representation of client hierarchies helps to focus relationship manager activities on higher value outcomes.
- Automated tracking of all client communications within a single repository reduces relationship management risk and enhances client service levels.
Capital Introducers
- Mapping investor requirements such as fund strategy, lock-ins, high water marks, etc. to key fund attributes improves matching while leading to higher levels of investment.
- Ability to streamline collection and integration of monthly manager performance data with fund profiles, reducing cost overheads and monthly reporting cycles.
