Financial Services: Hedge Funds
Navatar brings a unique CRM solution for Hedge Funds, built on the industry leading On-Demand CRM solution, salesforce.com. Navatar's CRM for Hedge Funds helps with Pipeline Management for retail and wholesale channels, as well as Portfolio Management. In addition, it also supports third party brokers and agents.
Built on the Force.com on-demand platform, Navatar's CRM for Hedge Funds will help efficiently manage and track sales, performance, investor subscriptions/redemptions, fund offering and returns, holdings and trades. The solution has pre-built connectors for Prime Broker feeds. It is immediately available for test drive and deployment. The following table provides a summary of the features and functions:
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Key Functionality
- Manage and track sales for both retail and wholesale channels
- Measure sales performance for all sales channels
- Manage Investor subscriptions and redemptions
- Track fund offering and expense details
- Track returns and performance statistics
- Track periodic AUM and NAV
- Comprehensive view of holdings and trades
- Pre-built connectors for Prime Broker feeds
- Track client correspondence, call-logs, emails etc
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System Features
- Built on industry leading On-Demand CRM platform - salesforce.com
- Web based solution with no client installation or upgrade overhead
- Anywhere, Anytime, Any device Global Access
- Advanced user interfaces for easy learning
- Flexible search capability
- Flexible reporting Capability
- Fully integrated with MS Outlook
- Executive dashboards
- User & Technical Support
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Please
contact us at
(212) 461-2140 or
sales@navatargroup.com