FolioMetrics
Industry specific solutions
Generic CRMs are too rigid, too broad, and don’t address the unique needs of asset management. FolioMetrics is an innovative CRM solution, specifically designed for investor relationships and research management.
Combine actionable data and insights within your CRM to connect you with the right contacts, build deeper connections, and move conversations forward.
Simplify your process
Our in-house experts have over 50 years’ experience developing and implementing CRM software for investment managers.
We empower you to manage relationships, raise capital, stay compliant, and communicate with confidence, without wasting time on clunky systems or outdated workflows.
for managers
Relationship management that enhances investor experiences
Administrator integration
Integrate with fund administrators and tools to automate data feeds.
Client portals
Safely share documents through your brandable investor portal.
Investor reporting
Automate factsheets and reports for fast, quality communication.
Compliance
Security controls as standard for maximum data protection.
for investors
Manage your deal pipeline with confidence
Reporting
Find, monitor, and report on trends using both out-of-the-box and customizable report templates.
Analytics
Access performance, risk, and correlation stats, and compare funds in flexible, customizable views.
Document management
Access a powerful, scalable and customizable repository for research and investment documentation.
Due diligence
Save time by automating the process of requesting and indexing due diligence questionnaires.
Integrate current data across:
- Investor and company overviews
- Investment intentions and preferences
- Key contacts and contact details
- Current fund rosters and RFPs
- The latest investor-related articles
- Consultant information
Activate data to support your workflows
- Stay ahead of investor expectations
- Shorten the fundraising lifecycle
- Boost team efficiency
- Eliminate communication and data silos
- Maintain audit-ready records
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