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What is SyncIDS?

The groundbreaking SyncIDS platform removes ambiguity from your IDS selection process, tackling the issues associated with conventional methods that tend to be time-consuming and susceptible to mistakes. Acknowledging that adapting to new software can be intimidating, we emphasize intuitive design alongside our superior paralegal services and outstanding customer support. This dedication to our clients has positioned SyncIDS as the premier choice for efficient and effective IDS management within corporate and legal settings, especially when dealing with intricate family and subject-matter issues. By merging advanced technology with tailored support, we empower our users to manage their IDS requirements with assurance and simplicity. As a result, SyncIDS not only enhances operational efficiency but also fosters a more confident approach to navigating complex legal landscapes.

What is Pinnakl CRM?

Our CRM system is uniquely designed to cater specifically to the workflows of hedge funds, ensuring that its features are precisely aligned with the demands of contemporary sales, marketing, and investor relations. We proudly serve a diverse clientele, ranging from newly established funds and family offices to large multi-billion dollar institutional hedge funds. Embracing cutting-edge technology, our CRM is tailored to meet the evolving needs of today's financial landscape, making it an indispensable tool for success.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Outlook
Preqin

Integrations Supported

Microsoft Excel
Microsoft Outlook
Preqin

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$250/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SyncIDS

Company Location

United States

Company Website

www.syncids.com

Company Facts

Organization Name

Pinnakl

Date Founded

2015

Company Location

United States

Company Website

pinnakl.com/hedge-fund-crm

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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