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.
Stay on top of investor requests with alerts, reminders and collaboration features.
Manage your pipeline effectively and never miss an opportunity by tracking all prospect interactions – emails, calls, appointments and tasks.
Create your own fields, dashboards, pages and reports to make your CRM work for you and not the other way around.
Seamless integration with AltaReturn’s Investor Portal module to easily post document and data. Access all functionality right from within MS Outlook.
Full support for tablets and smartphones with natively built apps.
What Our Clients Are Saying:
"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
"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
"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
Socius Family Office
"Given our growth rate, we needed a technology that was going to provide us with the necessary scale to service our clients the best way possible. AltaReturn makes that possible for us."
Mark Baniewicz, CFP, President and CEO
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.