A Clientele Management System Built for Investment Management Firms

We help you manage client relationships, so you can focus on the value generation for your clients.

Software should make your job simpler by giving your team the tools they need to manage the clients' lifecycle more efficiently. Our clientele management system was built from the ground up with Investment Management businesses in mind. That means you get access to features no other generic CRM solution can offer you.

Why You Need a Clientele Management System

Consider how much of your time you spend managing your clientele and learning everything you need to know about them. Acquiring and managing all that information so everyone has access to it poses a problem. With the right CRM solution, you can manage all your client’s accounts using a single platform and run a more efficient company, all while staying compliant with ever-changing regulations.

CRM for Investment Management

There are a lot of CRM solutions on the market, but none of them are built with your specific type of business in mind. Working in an investment management firm means you have more strict requirements when it comes to how you manage clients. You need a CRM that enables you to record Know Your Clients (KYC) data and individual portfolios, as well as keep that information safe. Clientele Center does precisely that.

The Added Values of Using Our CRM Platform

Wealth moves slowly, so it shouldn’t come as a surprise most investment firms are behind the times when it comes to technology. You can break that trend with Clientele Center, so your business can improve its:


With our software for client management, you always have full access to all the information you need to make timely decisions.


Using a CRM system designed for you translates to increased operational efficiency and reduced data governance costs.


Our agile system enables you to better adapt to your client’s individual needs in a rapidly changing regulatory environment.

Are you ready to use a more efficient system?

Hassle-Free Implementation

One reason why so many investment firms don’t want to implement new systems is that the transition can be difficult. You need to handle a lot of sensitive client's data and adopt the CRM system to your business needs. This takes time from your resources.
With Clientele Center, we strive to provide a hassle-free implementation process. Here’s how we do it:
  • Analysis

    We analyze your business so we have a firm grasp on what your workflow looks like and what features you need most from your CRM.

  • Setup

    We set up everything for you and make any necessary changes so the software adapts to you—not the other way around.

  • Enjoy

    You enjoy all the new tools at your disposal, without having to spend months making sure everything’s working correctly since we take care of that for you.