InvestorFlow Description

Innovative experiences, streamlined workflows, and curated content are tailored to enhance distribution and simplify the investor service functions for global asset managers, private equity firms, real estate organizations, hedge funds, credit institutions, and funds of funds. A CRM specifically designed for your industry allows you to efficiently manage contacts, investors, prospects, commitments, and deals. It offers branded, institutionally wrapped communications suitable for private placements. This portal serves as an ideal entry point at a competitive price, particularly for firms lacking a dedicated portal, enabling rapid deployment and a polished presentation to investors. It encompasses all essential workflows and tools necessary for effective reporting and communication. By integrating CRM and performance dashboards, it elevates the Essentials Portal significantly. This solution is particularly useful for firms looking to transition away from Excel or other outdated methods of contact and investor relationship management, allowing them to operate more professionally and enhance their reporting capabilities. Ultimately, this platform empowers firms to elevate their standards and streamline operations, setting them apart in a competitive landscape.

Integrations

API:
Yes, InvestorFlow has an API

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Company Details

Company:
InvestorFlow
Year Founded:
2009
Headquarters:
United States
Website:
www.investorflow.com

Media

InvestorFlow Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support

InvestorFlow Features and Options

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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