Clienteer by Dynamo Software
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Hedge Fund Software
dCRM reviews and summary
dCRM is a unified relationship management system developed by Digiterre specifically for the complex relationship webs in the financial industry. It enables firms to track, manage, and report on all interactions and activities involving companies, contacts, funds, regulators, and other counterparties in a single platform. More than a simple contact database, it is designed to maximize the value of client and investor relationships by providing a 360-degree view, tracking commitments, managing regulatory touchpoints, and streamlining communication. It is the product of choice for many large alternative asset managers seeking to deepen client insights and coordination. Ideal for investor relations teams, business development professionals, and relation...
Best for
Ideal for investor relations teams, business development professionals, and relationship managers at hedge funds, fund of funds, institutional asset managers, and service providers who need a powerful, compliant system to manage multifaceted relationships with investors, prospects, regulators, and business partners.
Starting price
$100.00 Per-Month
Category
Hedge Fund Software
Vendor
Digiterre
Key takeaways
Our verdict
dCRM stands out as a heavyweight, industry-specific CRM built for the relational complexity of finance. Its focus on tracking interactions across diverse entity types (not just people) aligns perfectly with industry needs. For large financial firms where relationship capital is paramount, dCRM offers a robust system to protect and leverage that capital effectively.
Quick facts
dCRM at a glance
Starting price
$100.00 Per-Month
Vendor
Digiterre
Founded
1999
Location
United Kingdom
Category
Hedge Fund Software
Ratings
dCRM ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
dCRM pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
- Starting price is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses dCRM?
Ideal for investor relations teams, business development professionals, and relationship managers at hedge funds, fund of funds, institutional asset managers, and service providers who need a powerful, compliant system to manage multifaceted relationships with investors, prospects, regulators, and business partners.
Feature research
dCRM features
These are common features buyers compare in Hedge Fund Software. Product-specific availability should be confirmed with the vendor.
Compliance Monitoring
Monitor and address policy non-compliance across services, products, or supplier activities.
Centralized Contact Database
A searchable database for organizing contact details, addresses, and social profiles.
Investor Accounting
Manages financial records and transactions specifically for investor accounts and portfolios.
Investor Reporting
Generates detailed financial reports for investors, providing transparency on performance and assets.
Partnership Accounting
Manages financial records and transactions for businesses operating as partnerships.
Database Performance Analytics
Evaluate and report on the efficiency and health of database systems.
Portfolio Analysis
Evaluates the performance, risk, and asset allocation of investment portfolios comprehensively.
Strategic Portfolio Oversight
Assess project portfolios to ensure alignment with high-level strategic business goals.
Income Statement
A financial report detailing an organization's revenues, costs, and expenses over a defined period.
Pricing
dCRM pricing
Starting price
$100.00 Per-Month
Visit Website
Pricing model: Flat Rate
Pricing can change. Confirm current plans and terms with the vendor.
Compare
dCRM alternatives
Compare dCRM with other Hedge Fund Software tools that buyers often evaluate.
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Resolvr by aXpire
Resolvr is a specialized, automated expense management and allocation platform built for the alternative investment industry. It streamlines the complex process of capturing, valid...
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Electronic Trading by Options Technology
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HedgeTek by Fi-Tek
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Software reviews
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FAQ
dCRM FAQs
dCRM is a unified relationship management system developed by Digiterre specifically for the complex relationship webs in the financial industry. It enables firms to track, manage, and report on all interactions and activities involving companies, contacts, funds, regulators, and other counterparties in a single platform. More than a simple contact database, it is designed to maximize the value of client and investor relationships by providing a 360-degree view, tracking commitments, managing regulatory touchpoints, and streamlining communication. It is the product of choice for many large alternative asset managers seeking to deepen client insights and coordination.
Ideal for investor relations teams, business development professionals, and relationship managers at hedge funds, fund of funds, institutional asset managers, and service providers who need a powerful, compliant system to manage multifaceted relationships with investors, prospects, regulators, and business partners.
dCRM pricing is listed from $100.00 Per-Month. Pricing can change. Confirm current plans and terms with the vendor.
dCRM is listed in Hedge Fund Software.
dCRM is listed with Digiterre as the vendor.
Buyers often compare dCRM with other Hedge Fund Software tools such as Clienteer, MetaTrader 5, Pinnakl, Resolvr. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for dCRM.
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