iCapital and SatuitCRM appear on investment management technology shortlists for different reasons, but they occasionally get compared to each other in evaluation processes, particularly by
Family offices are among the most sophisticated and demanding investor relationships in the investment management ecosystem. They bring institutional-caliber analytical rigor to manager selection and
Most CRM alert programs fail for the same reason: too many alerts, too little calibration, and too little follow-through when alerts fire. When every relationship
Side letters are one of the most operational complexity sources in institutional investment management, and most firms manage them far less systematically than the risk
Responding to institutional requests for proposal is one of the highest-effort, highest-stakes activities in investment management business development. A well-structured RFP response from an institutional
A new investor relations hire who joins a firm with a well-maintained CRM and a structured onboarding plan can be productive in investor-facing conversations within
Investment management firms have always operated in a regulated environment, but the scrutiny applied to investor communication recordkeeping has intensified materially over the past several
Most investment management firms approach CRM vendor evaluation the wrong way. They schedule demos, watch vendors present their platforms’ strengths, collect pricing proposals, and then
Microsoft Dynamics 365 is a capable enterprise platform that lands on investment management firms’ technology stacks in a few predictable ways: a corporate IT mandate
The decision to issue a formal RFP before selecting a CRM platform is the right one for most investment management firms. A structured evaluation process