Hedge Funds

The Hedge Fund industry experienced a period of rapid growth followed by a period of increased scrutiny in the last couple years. Growth in assets under management and market volatility has led to increasingly complex client relationships.

With competitive pressures and an explosion of new products, it's no surprise that retaining clients and demonstrating value are top priorities for this industry. Today's Hedge Fund managers are required to deliver the highest degree of care and personalization to clients.

Infinity Hedge Fund CRM solutions can help your team strengthen relationships with existing clients and prospects by delivering a powerful, award-winning relationship management system.

Infinity's Hedge Fund CRM Solution for Financial Firms:

• Centralize and consolidate your contact information, emails, Word documents, PowerPoint presentations, holdings data, and transaction data.
• Leverage your key relationships by seeing how contacts are interconnected (e.g., third party consultants, other clients, and colleagues).
• Eliminate hours of busywork by automatically generating client emails, compliance, reports, ad-hoc analytic and pipeline reports.
• Get instant access to the performance of individual investor accounts and potential subscriptions and redemptions by fund to make better forecasts.

Infinity's Hedge Fund CRM Solution:

• Works the way you do - Infinity's CRM Solutions for Hedge Fund Firms offers intuitive integration with the Microsoft Office suite of programs that your team uses day in, day out, including Outlook, Excel and Word. This helps to ensure high end-user adoption rates.
• Works the way your business does - Infinity's Hedge Funds CRM Solutions for Financial Service Firms offers a wide variety of configuration, rich customization and extensibility features that allow for an enhanced custom fit for your firm's unique requirements. You won't have to wait months for the next release of our product to get the features you want.
• Works the way technology should - "Freedom of Choice" enables multiple deployment options including on-premise, partner-hosted, and CRM Online. Infinity's Hedge Funds CRM Solutions for Financial Service Firms is a highly flexible system that can grow and change alongside your business. Infinity offers flexible payment structures to meet the capital needs of your business.
  
  

Private Equity

The success of many Private Equity firms is largely dependent on effectively raising capital and executing high quality deals. The most successful firms know the best deal referral sources as well as the ideal high potential target investors. In a business where relationships and timing are everything, Infinity’s Investor Relationship Management and Deal Relationship Systems software will help your team increase productivity, bring in higher quality deals, and improve the volume and velocity of committed capital.

Dual Relationship Management
Private equity firms need to identify the highest quality deals in the shortest amount of time to stay ahead. Firms that can’t source quality deals effectively or that don’t understand the best referral sources fall behind.

The rigorous deal process involves countless meetings, phone calls and e-mails with target portfolio companies and third parties. As a result, your Private Equity team's contact information, meeting notes and documents may be spread across multiple Outlook folders, network drives and Excel spreadsheets. The chaos of looking through multiple databases to answer questions can be time-consuming and frustrating.

Infinity’s CRM for Private Equity can help you create order out of that chaos by delivering a powerful relationship management system.

Infinity's CRM for Private Equity businesses will help you and your team to:

• Maximize the value of conversions with prospects, investors, portfolio companies, potential portfolio companies, and referral sources by having one centralized place for detailed information at your fingertips
• Nurture relationships that would otherwise be forgotten
• Deepen your referral base and identify best referral sources
• Better visualize business trends and strategic business data to make better business decision
• Greatly reduce administrative burden

Investor Relationship Management

While deals are a significant portion of the private equity business, the reality is that both deals and capital are equally important.  Without one, the other can’t work effectively.  Regardless, competitive pressures and an explosion of new products have made the business of raising and retaining capital more difficult.

Today's Private Equity managers are required to deliver the highest degree of care, personalization, and transparency to their investors.

Infinity's CRM for Private Equity businesses will help you and your team to:

• Maximize the value of conversions with prospects, investors, and other third parties by having one centralized place for detailed information at your fingertips
• Nurture relationships that would otherwise be forgotten
• Better visualize business trends and strategic business data to make better business decisions
• Greatly reduce administrative burden
• Eliminate hours of busywork by automatically generating client emails, compliance, reports, ad-hoc analytic and pipeline reports
• Get instant access to NAV and performance information for individual investor accounts as well as potential commitments and distributions by fund to better visualize cash flow
  
  

Private Wealth Management

The rapid growth of investment management firms has formed a competitive landscape for Private Wealth Managers, while compliance regulations are simultaneously driving costs and tying up employee productivity.

Your employees are spread thin, leaving little time for one of the most important items in maintaining assets and generating new business: building stronger relationships with existing clients and potential referral sources. In this climate, how can you ensure that your team is securing, retaining and servicing your prospects and clients better than ever before?

Infinity can help your team strengthen relationships with existing clients and referral sources by delivering a powerful, award-winning relationship management system.

Infinity's CRM Solution for Private Wealth Managers:

• Centralizes and consolidate all of your client information into a single, organized data source including notes, documents and activities. Answer your clients' questions more quickly and efficiently in a few clicks or less.
• Leverages your relationships with referral sources to drive more leads into your pipeline.
• Manages the complexities of your third party relationships including attorneys, accountants, consultants, business brokers, trustees, custodians, etc.
• Integrates easily with portfolio and trust accounting systems, including Advent and SunGuard.
• Eliminates hours of busy work by automatically generating timely and personalized client emails, such as monthly statements.
• Provides timely reports: Client Profile, Client List by AUM, Top Clients by AUM, Referrals byCompany/Contact.

How Infinity's Solution for Private Wealth Managers help:

• Works the way you do - Infinity's CRM Solutions for Financial Service Firms offers intuitive integration with the Microsoft Office suite of programs that your team uses day in, day out, including Outlook, Excel and Word. This helps to ensure high end-user adoption rates.
• Works the way your business does - Infinity's CRM Solutions for Financial Service Firms offers a wide variety of configuration, rich customization and extensibility features that allow for an enhanced custom fit for your firm's unique requirements. You won't have to wait months for the next release of our product to get the features you want.
• Works the way technology should - "Freedom of Choice" enables multiple deployment options including on-premise, partner-hosted, and CRM Online. Infinity's CRM Solutions for Financial Service Firms is a highly flexible system that can grow and change alongside your business. Infinity offers flexible payment structures to meet the capital needs of your business.

  
  Traditional Asset Management
  

The Asset Management industry has undergone a dramatic transformation in the last decade. Growth in assets under management and market volatility has led to increasingly complex client relationships. With competitive pressures and an explosion of new products, it's no surprise that retaining clients and demonstrating value are top priorities for this industry. Today's Asset Managers are required to deliver the highest degree of service and personalization to clients.

With Infinity's CRM for Asset Management solutions, your team will be able to strengthen relationships with existing clients and referral sources by delivering a powerful, award-winning relationship management system.

Infinity's Asset Management CRM Solutions will help you:

• Centralize and consolidate your contact information, emails, Word documents, PowerPoint presentations, holdings data, and transaction data.
• Leverage key relationships by seeing how your contacts are interconnected (e.g., third party consultants, other clients, and colleagues).
• Eliminate hours of busywork by automatically generating client emails, compliance, reports, ad-hoc analytic and pipeline reports.
• Get instant access to the performance of your individual investor accounts and potential subscriptions and redemptions by fund to make better forecasts.

Infinity's CRM for Asset Management Solution also:

• Works the way you do – Infinity's Asset Management CRM Solutions offers intuitive integration with the Microsoft Office suite of programs that your team uses day in, day out, including Outlook, Excel and Word. This helps to ensure high end-user adoption rates.
• Works the way your business does - Infinity's CRM Solutions for Asset Management Firms offers a wide variety of configuration, rich customization and extensibility features that allow for an enhanced custom fit for your firm's unique requirements. You won't have to wait months for the next release of our product to get the features you want.
• Works the way technology should - "Freedom of Choice" enables multiple deployment options including on-premise, partner-hosted, and CRM Online. Infinity's CRM Solutions for Asset Management Firms is a highly flexible system that can grow and change alongside your business. Infinity offers flexible payment structures to meet the capital needs of your business.