Audience
Hedge funds looking for a CRM to manage sales, marketing and investor relations.
About Pinnakl CRM
As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.
Other Popular Alternatives & Related Software
FundCount
FundCount is a partnership accounting and analytical software solution that tracks, analyzes and reports the value of complex investments. Suitable for fund administrators, family offices, hedge funds, and private equity firms, FundCount offers an integrated multicurrency general ledger and automated workflow tools to bring a higher level of efficency to daily processes. It also comes with flexible, effortlesss reporting tools to enable firms to quickly produce and deliver consolidated reports tailored to each client’s unique requirements. FundCount has been voted as the Best Fund Accounting and Reporting Systems Firm by Hedgeweek.
Learn more
enVisual360
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.
Learn more
ProTracker Advantage
ProTracker Advantage Desktop provides the full-featured, easy-to-use Client Relationship Management solution that you have been seeking. It is the relationship and practice management solution for busy professionals. ProTracker Advantage is a client-centered contact and practice management system specifically designed by and for financial planning and investment management professionals. Why use ProTracker Advantage for the Desktop? Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, and recommendation. Create printed or electronic files of the stored information. Be confident! Manage your Practice: Set up marketing campaigns and check progress. Compute Required Minimum Distribution (RMD) calculations and track withdrawals. Modify standard workflow processes to suit your business. Monitor task completion by self and staff. Produce reports needed for regulatory compliance.
Learn more
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds.
AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds.
Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023).
Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors.
We offer a large solution for anything related to funds.
Learn more
Pricing
Starting Price:
$250/month
Integrations
Company Information
Pinnakl
Founded: 2015
United States
pinnakl.com/hedge-fund-crm
Videos and Screen Captures
You Might Also Like
All-in-One IT Monitoring - No More Blind Spots
Tired of switching between different tools and missing critical alerts? PRTG brings everything together, monitoring your entire IT infrastructure from a single, intuitive interface. Whether it’s servers, switches, printers, or cloud services, you get instant visibility and clear notifications - no technical jargon, no clutter. Set up in minutes, PRTG helps you prevent downtime, reduce stress, and prove your value to your company. Focus on your job, not on chasing issues. Try PRTG and experience true IT peace of mind.
Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Training
Documentation
Live Online
Videos
Support
Phone Support
Online
Pinnakl CRM Frequently Asked Questions
Pinnakl CRM Product Features
Financial CRM
Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Territory Management
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Team Assignments
Hedge Fund
Contact Management
Investor Accounting
Investor Reporting
Partnership Accounting
Performance Analysis
Compliance Management
P&L Calculation
Portfolio Analysis
Portfolio Management
Investment Management
Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics
Accounting Management
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
For Investment Advisors
Modeling & Simulation
Payroll & Commissions
Portfolio Management
Risk Management