Categories: Financial Services > Asset Management, Financial Services > Wealth Management
App by Navatar Group 5/30/2008
Navatar's CRM for Hedge Fund helps manage the operations of a Hedge Fund, including investor subscriptions & redemptions, fund offering & returns, security holdings & trades, fund exposure & risk - all at a very low cost with no IT support.
5.0
out of 5
Navatar brings a unique CRM product out-of-the-box for Hedge Funds. It combines the sales and portfolio management functionality required with the power and flexibility of the salesforce platform, to enable Hedge Funds to jump-start their operations at a very low cost with no IT support.The product features cover the most critical areas of a Hedge Fund, including:• Manage investor preferences and track their interests• Track sales across multiple channels – both investments and redemptions• Track fund offering and expense details• Track returns and performance statistics• Track AUM and NAV for the funds• Comprehensive view of trades and holdings
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