FundCount

FundCount

FundCount Americas
Pinnakl CRM

Pinnakl CRM

Pinnakl
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+
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private Equity Firms, Funds of Funds, and other investment professionals

Audience

Hedge funds looking for a CRM to manage sales, marketing and investor relations.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500
Free Version
Free Trial

Pricing

$250/month
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FundCount Americas
Founded: 2001
United States
fundcount.com

Company Information

Pinnakl
Founded: 2015
United States
pinnakl.com/hedge-fund-crm

Alternatives

Alternatives

NAVCalc

NAVCalc

DYNAM Dynamic Asset Management s.r.o.
The Archway Platform

The Archway Platform

SEI Family Office Services
PackHedge™

PackHedge™

FinLab Solutions SA
Backstop

Backstop

Backstop Solutions Group

Categories

Categories

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Fund Accounting Features

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Hedge Fund Features

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Integrations

Adobe Acrobat Sign
Alfresco Digital Business Platform
Assecco SEE Fidelity
Atlassian Crowd
Automation Anywhere
Bloomberg Tax & Accounting Fixed Assets
DocuSign
HubSpot CRM
LSEG World-Check
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Nuxeo Platform
OpenText Documentum
Preqin
Swift Digital Suite
Task Management Software
Zapier
airSlate SignNow

Integrations

Adobe Acrobat Sign
Alfresco Digital Business Platform
Assecco SEE Fidelity
Atlassian Crowd
Automation Anywhere
Bloomberg Tax & Accounting Fixed Assets
DocuSign
HubSpot CRM
LSEG World-Check
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Nuxeo Platform
OpenText Documentum
Preqin
Swift Digital Suite
Task Management Software
Zapier
airSlate SignNow
Claim Pinnakl CRM and update features and information
Claim Pinnakl CRM and update features and information