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

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

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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 Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Territory Management Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Team Assignments Not Supported

Hedge Fund

Contact Management Supported
Investor Accounting Supported
Investor Reporting Supported
Partnership Accounting Supported
Performance Analysis Supported
Compliance Management Not Supported
P&L Calculation Not Supported
Portfolio Analysis Not Supported
Portfolio Management Not Supported

Investment Management

Client Management Supported
Data Import / Export Supported
For Investors & Traders Supported
Fund Management Supported
Performance Metrics Supported
Accounting Management Not Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
For Investment Advisors Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Portfolio Management Not Supported
Risk Management Not Supported

Pinnakl CRM Additional Categories