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Client Relationship Management: A "Must-Have" Tool for Hedge Funds

By Eze Castle Integration | Thursday, May 25th, 2017

In today’s market, the pressure from both investors and regulators is at a steady incline. Reporting obligations have grown complex, transparency is in high demand and compliance technology has become a vital component to a firm’s success. With various demands tug-o-warring hedge fund managers in multiple directions, a Client Relationship Management (CRM) platform could be the solution your financial firm has been searching for.  

That is why firms are increasingly adopting Ledgex CRM, the revolutionary, stand-alone Client Relationship Management solution from our sister company, Ledgex Systems. Ledgex CRM is ideal for managing and tracking investor communications, sales pipelines, client relationships and capital movements. The highly configurable, centralized platform is tailor-made for hedge funds, family offices and asset allocators.  Ledgex CRM, Hedge Fund Technology

The product offers the sophisticated Client Relationship Management capabilities necessary to raise and retain more assets, maintain and grow clients, provide outstanding client service and meet heightened reporting requirements. Out of the box, the web-based solution delivers efficiencies, transparency and flexibility without increasing headcount or costs. By streamlining investor relationship management and capital activity, Ledgex CRM enables managers to optimize their time and focus on fostering relations and growing business.

Feature benefits preconfigured within Ledgex CRM, include, but are not limited to, the following:

  • Investor Relationship Management: Comprehensive management of the entire investor relationship lifecycle. With Ledgex CRM, users can easily update and manage notes, calendars, accounts, investors and investor groups, and documents;

  • Account & Investor Activity Management: Instantaneously track and report on account tranches, capital activity, cash flows, investor balances and performance;

  • Workflow & Reporting Acceleration: Build and send out mass mailings to entire contact database, or specific, targeted groups. Ledgex CRM enables users to easily assign and manage tasks, categorize contacts by client type, monitor investor pipelines and analyze investor data;

  • Sales & Marketing Enablement: Maintain and update critical information within your sales pipeline. Users are able to access account history, activities, contacts and communications; and

  • Compliance Support: A vital component for firms focused on compliance adherence, Ledgex CRM captures and preserves all user interactions, communications and account information (e.g. ERISA, Form PF). Account owners may also employ stronger security measures by restricting account access through user permissioning. 

For more information on Ledgex Systems, visit

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