Are you looking to select a CRM? 

There are a lot of customer relationship management (CRM) systems on the market, ranging from large public companies to small industry-specific systems. 

What should you consider when selecting a CRM for your hedge fund?

In this paper, we look at:

• Hedge-fund-specific requirements for a CRM;
• Functionality to consider beyond the basics (contacts, companies, deals, activities);
• The importance of connectivity, and how to achieve this; 
• Pitfalls to avoid in making this big decision.

We hope you find this useful and informative.