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:

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

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

Please contact us at (212) 461-2140 or sales@navatargroup.com

Our Approach

• CRM Implementation Approach
• Offshore Model
• User-Driven Approach

CRM Technology

• Salesforce Technology
• RightNow Technology
• Application Integration
• Business Intelligence

Links

• CRM for Hedge Funds Test Drive
• CRM Implementation best practices

Case Studies

• Wisdomtree
• Transparent Value