Best CRM for Asset Managers
Dakota\u2019s directory curates leading CRMs for asset managers, featuring Altvia, Backstop Solutions, DealCloud, SatuitCRM, and Juniper Square. Each platform focuses on private markets, investor relations, and fundraising workflows, while offering pipeline management, data integrations, and compliance tooling. From Salesforce-based ecosystems to specialized asset-management deployments, these solutions help firms centralize relationships, streamline workflows, and scale with growing data and regulatory demands.
Ideal Customer Profile
Asset management firms across private markets, including hedge funds, private equity firms, real estate funds, VC funds, and wealth managers seeking structured client data, investor relations, fundraising, and compliant, scalable CRM solutions.
Common Pain Points
- •Data hygiene and accuracy
- •Fragmented data across multiple systems
- •Time-consuming manual data entry
- •Complex investor relations and fundraising workflows
- •Compliance and regulatory data tracking
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Alternative investments firms (GPs, LPs, fund managers)
⚡ Key Features
- Investor relations management
- Capital raising and deployment
- Business intelligence
- Regulatory/compliance management
- Salesforce-based with AppExchange integrations
"Deep customization for alt investments with investor relations at the core."
Perfect For
Institutional investors, LPs, private fund managers (GPs), consultants, advisors, OCIOs
⚡ Key Features
- Central database of activities
- Data unlocking
- Collaboration enablement
- Investment decision support
"Established, investment-focused CRM with strong data consolidation."
Perfect For
Investment firms needing pipeline management and integrations
⚡ Key Features
- Relationship management
- Pipeline management
- Single source of truth
- External integrations and data providers
"Flexible platform enabling data connectivity across tools."
Perfect For
Asset management firms (wealth, hedge funds, PE, institutional)
⚡ Key Features
- Client/prospect tracking
- Interactions and activities tracking
- Compliance data tracking
- Cloud or on-prem deployment
- Third-party integrations
"Focused asset management CRM with deployment flexibility."
Perfect For
GPs/LPs in real estate, PE, and VC
⚡ Key Features
- Automated capital support
- Collaboration and communication tools
- Enterprise-grade data security
- Private investment lifecycle management
"Enterprise-ready platform for private investments with strong collaboration."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Choose a CRM tailored to asset management and private markets.
- 2
Evaluate data integrations with external data providers and systems.
- 3
Prioritize investor relations and fundraising features.
- 4
Assess deployment options (cloud vs on-prem) and scalability.
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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