Partners and integrations

SaaS solution for asset management marketing and regulatory reporting.

Fully featured CRM solution specifically tailored for hedge funds.

CRM solution for wealth and asset managers, with inbound marketing focus.

Portfolio management platform for monitoring multiple asset classes.

Enterprise CRM solution with advanced reporting, on Microsoft's Azure Cloud.

Award-winning products and solutions backed by accurate, trusted fund data.

Multi asset-class, front-to-back solution for asset and wealth managers.

Financial planning and wealth management CRM software.

Powerful CRM for investment brands, with a dedicated financial Cloud.