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
One of the most consistent findings in investment management operations is that redemptions are rarely surprises to the investors who initiate them. By the time
Fund of funds managers operate under a relationship management complexity that most CRM platforms were not designed to address. On one side of the business
One of the most operationally impactful capabilities in a purpose-built investment CRM is the ability to send, track, and log investor communications directly from the
The CRM category in investment management has changed more in the past decade than in the preceding two decades combined. Platforms that began as contact
Alternative asset managers evaluating CRM platforms in 2026 will encounter both SatuitCRM and Navatar on their shortlists. Both platforms are positioned for the private capital
The initial cost comparison between a generic CRM and a purpose-built investment management platform almost always favors the generic option. Salesforce, HubSpot, and Microsoft Dynamics
Key person risk is one of the most consistently cited operational vulnerabilities in institutional investment management. Allocators and LPs ask about it in due diligence.
Investment consultants advise some of the most significant pools of institutional capital in the world. Pension funds, endowments, foundations, and sovereign wealth funds routinely rely