Audience

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

About Pinnakl CRM

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

Pricing

Starting Price:
$250/month

Integrations

Ratings/Reviews

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Company Information

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

Videos and Screen Captures

Pinnakl CRM Screenshot 1
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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

Pinnakl CRM Frequently Asked Questions

Q: What kinds of users and organization types does Pinnakl CRM work with?
Q: What languages does Pinnakl CRM support in their product?
Q: What kind of support options does Pinnakl CRM offer?
Q: What other applications or services does Pinnakl CRM integrate with?
Q: Does Pinnakl CRM have a mobile app?
Q: What type of training does Pinnakl CRM provide?
Q: How much does Pinnakl CRM cost?
Q: What pricing for support is available for Pinnakl CRM?
Q: What pricing for training is available for Pinnakl CRM?

Pinnakl CRM Product Features

Financial CRM

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

Hedge Fund

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

Investment Management

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

Pinnakl CRM Additional Categories