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.
Pricing
Price Starts At:
$250/month
Integrations
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Screenshots and Video
Company Facts
Company Name:
Pinnakl
Date Founded:
2015
Company Location:
United States
Company Website:
pinnakl.com/hedge-fund-crm
Product Details
Deployment
SaaS
Windows
Mac
iPhone
iPad
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
Target Organization Types
Mid Size Business
Small Business
Enterprise
Startup
Supported Languages
English
Pinnakl CRM Categories and Features
Investment Management Software
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
Hedge Fund Software
Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management
Financial CRM Software
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management