Eze CRM is a Web-based, hedge fund-specific customer relationship management (CRM) solution for managing marketing, investor relations and reporting. Eze CRM delivers the sophisticated capabilities hedge funds need to raise and retain more assets, provide exceptional client service, and meet increased reporting requirements without increasing headcount or operational overhead.

Hedge Fund Investor Relations

Eze CRM dashboard

  • Centralize investor data, including key contacts, roles and correspondence history.
  • Track investor transactions, including subscriptions, redemptions, and transfers.
  • Generate automated statements, performance estimates, and investor letters.
  • Run reports (e.g., investor profile, redemption schedule) with the push of a button.

Hedge Fund Marketing
 

  • Identify the best prospects for new products based on investment preferences/history.
  • Perform ad hoc queries instantly (e.g., a list of investors to visit in New York).
  • Manage your sales pipeline; track indications of interest and subscriptions.

Hedge Fund Management: Partners & Principals
 

  • Obtain a 360-degree view of your firm’s activities with built-in dashboards and reports.
  • Monitor expected inflows and outflows, as well as ERISA thresholds.
  • Support compliance by tracking changes (e.g., when records were edited and by whom).
  • Access information from the road via BlackBerry® or PDA; add activities and send e-mails.

References