InvestorFlow is a CRM and digital engagement platform for investment managers.
The software’s functionality includes an investor portal, CRM, fundraising communications, reporting tools and fund administration communications.
InvestorFlow can be used as a stand-alone solution, or integrate with larger platforms including Salesforce and MS Dynamics.
InvestorFlow serves 200+ clients, including 25 of the top 50 alternative asset managers. Clients include global asset managers, private equity firms, real estate groups, hedge funds, credit, and funds of funds.
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