Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Family Offices, Fund Administrators, Hedge Funds, Wealth Management and Private Equity Firms, Funds of Funds, and other investment professionals
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Audience
Hedge funds looking for a CRM to manage sales, marketing and investor relations.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$500
Free Version
Free Trial
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Pricing
$250/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
|
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Company InformationFundCount Americas
Founded: 2001
United States
fundcount.com
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Company InformationPinnakl
Founded: 2015
United States
pinnakl.com/hedge-fund-crm
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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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
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