Digiterre, the leading provider of software products and solutions for the investment management and energy & commodities industry, today announced that dCRM Connect, its secure investor extranet module, is on general release.
Increasingly, investment managers differentiate themselves on client service levels in addition to fund performance and consequently enhanced investor servicing is now more critical than ever. dCRM Connect allows investment managers to provide a secure self-service facility for their clients so that investors can access data and documentation on demand.
âThe financial turbulence of the last few years has meant that investors are demanding far greater transparency and more comprehensive reporting,â remarks Ian Murrin, CEO, Digiterre. âdCRM Connect allows investment managers to provide their investors with as much information as they require via an extranet in a professional, secure and easy-to-use manner.â
dCRM Connect is a specialist document and content management application for traditional and alternative investment managers, wealth managers and their service providers assisting them with managing multiple websites and secure extranets. It is fully integrated with dCRM, Digiterreâs leading web-based workflow and relationship management system, built specifically to support marketing and investor servicing processes within the investment management sector. The addition of the dCRM Connect module allows document distribution processes to be streamlined to improve operational effectiveness and efficiency. The integrated nature of dCRM Connect means that investment managers can analyse all investor activity including emails, telephone and extranet activity in a single view, tracked by fund, contact or company.