Pinnakl CRM Description

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

Pricing

Pricing Starts At:
$250/month

Integrations

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Company Details

Company:
Pinnakl
Year Founded:
2015
Headquarters:
United States
Website:
pinnakl.com/hedge-fund-crm
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Media

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Product Details

Platforms
Web-Based
Windows
Mac
iPhone App
iPad App
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support

Pinnakl CRM Features and Options

Hedge Fund Software

Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis

Investment Management Software

Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics

Financial CRM Software

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Territory Management

Pinnakl CRM Lists

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