Audience
Hedge funds looking for a CRM to manage sales, marketing and investor relations.
About Pinnakl CRM
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.
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Pricing
Starting Price:
$250/month
Integrations
Company Information
Pinnakl
Founded: 2015
United States
pinnakl.com/hedge-fund-crm
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
Pinnakl CRM Frequently Asked Questions
Pinnakl CRM Product Features
Financial CRM
Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Territory Management
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Team Assignments
Hedge Fund
Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis
Compliance Management
P&L Calculation
Portfolio Analysis
Portfolio Management
Investment Management
Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics
Accounting Management
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
For Investment Advisors
Modeling & Simulation
Payroll & Commissions
Portfolio Management
Risk Management