A complete communications platform for your entire firm

AltaReturn’s CRM solution empowers operational, IR and investment professionals with all the tools they need to maximize their most important asset: relationships.

Powerful as a single solution, AltaReturn’s CRM integrates with the firm’s Fund Accounting, Investor Portal and Business Intelligence modules to form a complete information management platform like no other in the industry.

Investor Reporting

Stay on top of investor requests with alerts, reminders and collaboration features.

Fundraising

Manage your pipeline effectively and never miss an opportunity by tracking all prospect interactions – emails, calls, appointments and tasks.

Customization

Create your own fields, dashboards, pages and reports to make your CRM work for you and not the other way around.

Integration

Seamless integration with AltaReturn’s Investor Portal module to easily post document and data. Access all functionality right from within MS Outlook.

Mobile

Full support for tablets and smartphones with natively built apps.

What Our Clients Are Saying:

Atlas Holdings

"We look at our relationship with AltaReturn as a partnership. They have consistently been there for us and have certainly helped us grow into the firm we are today."

Cheri Reeve, Chief Financial Officer

SOSV

"Given AltaReturn’s long history in helping GPs with their reporting needs, it was clear they know what LPs are looking for."

Brian Murphy, Financial Controller

Accomplice

"With AltaReturn in place, we have been able to significantly increase how efficient we are in getting our job done."

Travis MacInnes, Partner and CFO

Atlantic | Pacific Companies

"AltaReturn’s deep fund accounting experience was invaluable in getting our first fund up and running."

Matt Smith, Chief Accounting Officer

Broadscope Fund Administration

"A Critical component to the formation of Broadscope was to find the best technology available. AltaReturn has proven to be the right choice."

Kevin C. O’Neill, Founder & Managing Partner

Request a Demo

Want to learn more about how AltaReturn helps over 300+ GPs, Admins and Family Offices, get more done across their back office, client communication and portfolio monitoring needs? Just fill out the form below and we’ll be in touch shortly to discuss how we can help.

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