Pinnakl CRM

Pinnakl CRM

This cloud-based hedge fund CRM software is designed specifically for trading and portfolio management, streamlining all front, middle, and back office operations. Tailored for modern sales, marketing, and investor relations, it efficiently meets the unique demands of new launches, family offices, and large institutional hedge funds while maintaining cost-effectiveness.

Top Pinnakl CRM Alternatives

1

Twenty-First Century Hedge Fund Software

The Twenty-First Century Hedge Fund Software offers an array of features designed for efficient fund management.

2

MIK Data Warehouse

This hedge fund software empowers asset managers with an open platform for advanced portfolio management.

3

Altvia

The leading alts platform transforms how firms manage capital relationships and streamline operations.

4

Orchestrade

Trusted by investment banks, hedge funds, and asset managers, this modern, cross-asset platform revolutionizes trading and risk management.

5

InfoReach TMS

The InfoReach TMS Trade Management System empowers traders with a unified platform that integrates advanced tools, technologies, and global market connectivity.

6

Clienteer

The Clienteer Mobile App empowers asset managers to streamline investor relations and fund marketing effortlessly.

7

Centerprise EMS

It integrates TOMI OMS, real-time and historical P&L reporting, and performance attribution, addressing market and...

8

Pinnakl

Offering a cost-effective alternative to traditional platforms, it enhances efficiency and transparency, empowering fund managers...

9

EAS Expense Allocation System

By automating allocations and integrating seamlessly with accounting systems, it enhances accuracy and compliance...

10

STaARS

With robust automation capabilities, it supports a diverse range of financial instruments and ensures efficient...

11

StyleADVISOR

With monthly and quarterly enhancements, users gain access to essential data for investment analysis, facilitating...

12

Kurtosys

By automating data integration and document generation, it enables firms to produce thousands of personalized...

13

Anduin Fund Subscription

By digitizing subscription documents and utilizing intelligent smart forms, it ensures efficient communication and tracking...

14

HedgeTek

It tracks investment accounts, accurately calculates diverse fees across multiple fund structures, and generates precise...

15

Global Fund Solutions

By streamlining operations and enhancing client service, it empowers businesses to navigate complexities with ease...