Investment Management CRM Software

The financial turbulence of the last few years, changing regulatory and compliance requirements, ever-more-discerning investors and greater competition have made the investment management marketplace more challenging than ever. Meeting these challenges means that organizations need to leverage their relationships - with their clients, their intermediaries, their sales channels, and their investment partners - more effectively.

Digiterre has over a decade's experience working with investment managers in developing xRM systems in areas to:

  • Meet regulatory compliance initiatives through the development of bespoke workflow processes
  • Provide cost/benefit analysis for third party sales channels (such as IFAs) through
  • Manage sales material order fulfillment
  • Manage all websites, extranets, intranets and third-party portals across the enterprise
  • Provide a comprehensive client reporting solution