One of the most expensive things that can happen to an investment management firm’s investor relationships is a senior IR professional departing without having maintained
The weeks surrounding a major investor conference, an LP annual meeting, or a multi-city roadshow are when investment management IR teams generate the highest density
The difference between reactive and proactive investor relations is not a personality trait of the IR team. It is an operational infrastructure question. IR teams
Infrastructure fund management sits in a distinctive position within the private capital universe. The assets are long-duration, often 10 to 25 years or more. The
The Carta vs SatuitCRM comparison is genuinely new in 2026. Before March of this year, Carta was best known as a cap table management and
Investment management is not a desk job. Roadshows, investor conferences, due diligence visits, annual meetings, and consultant days are among the highest-value activities in the
The RIA market spans a wide range of operating models. A small advisory practice with 150 retail household relationships and a straightforward financial planning workflow
Redtail CRM ranked as the most popular choice, used by approximately 43% of financial planning firms, according to the 2026 T3/Inside Information Software Survey. For
Most CRM alert systems in investment management tell a relationship manager when something has already gone wrong: a contact frequency threshold has been exceeded, a
The AI conversation in investment management technology has moved fast in 2026. What was speculative 18 months ago, AI that operates within a CRM rather