Investment Portfolio Management Sofware
Help, Shape and Deliver Best of Financial Services
Streamline entire investment process from organizing events, booking fees, contract generation, auto-calculate payouts and engage clients with timely reminders.
- Typo errors and unauthorised changes to your standard agreements.
- Heavily burdened by your investors change requests.
- Long wait for complex performance and weekly reporting.
- Too many investment plans and unable to get complete transparency of your business.
- Lengthy and time-consuming engagement with prospective investors prior to an event.
How Second CRM helpsThere are many modules and features in Second CRM that can be implemented to address the specific challenges for investment management, including many out of the box and some specially configured or customized for specific needs.
What our clients are saying
We are glad that we decided to work with Second CRM. They are very practical and methodical in their approach and the team is always there for you.
Our operations are quite complex & Second CRM was able to provide a holistic solution that was tailored to address all our needs. Speedy support and a reliable technology partner.
Second CRM is a robust tool that helps us manage our sales, operations and technical support with ease. Easy to use and the team is highly reliable.