With more hedge funds than ever before, prime brokers need to scale their cap intro offering in a way that is effective and efficient.
Centralise all your prospect and client interactions in one intuitive platform. Manage tasks, track communications, and access the latest information instantly ensuring that every conversation is timely and relevant.
Use intelligent algorithms to match managers and investors based on performance data, investment criteria, and behavioural indicators.
Search and filter across all connected data sources to find relevant funds and institutional investors quickly and accurately.
Track pending and completed introductions, manage follow-ups, and monitor the progress of each relationship through a dedicated workflow.
Analyse engagement patterns, client activity, and introduction outcomes to identify high-value prospects and industry trends.
Maintain full transparency and accountability across all interactions with built-in compliance controls, secure data handling, and audit trails.
