Introducing GEM

A CRM built for fund managers, not retrofitted for them.

GEM is a purpose-built CRM for fund managers and wealth management firms. Fund flows, APL, platform and research tracking, and dedicated modules for institutional, retail and direct investor relationships, all built in as standard. AI runs through every workflow, not parked in a side panel.

Book a walkthrough What's included

Why GEM

Built for funds, not customised for them.

Generic CRMs get bent into shape for fund managers with custom fields and workarounds bolted onto objects that were never designed for the job. GEM starts from the fund manager's workflow and builds the data model around it.

Purpose-built

Fund flows, APL and platform tracking as first-class objects

No workarounds, no Opportunities standing in for something they were never designed to be.

Modular

Institutional, retail and direct investor management

Separate modules for each relationship type, each with the workflow and data view that relationship actually needs.

AI-integrated

Claude runs through the workflow, not beside it

Ask questions, get insights, and update records without leaving what you're working on.

What's included

Everything a fund manager CRM needs, built specifically for the job.

Fund flows, APL and platform tracking

The core of how fund managers run the business, modelled as first-class objects.

Fund flow tracking and reporting
APL tracking
Platform tracking

Institutional, retail and direct investor modules

Dedicated workflows and views for each type of relationship, switch between them and see only what's relevant.

Institutional accounts, contacts and mandates
Retail accounts and platform flows
Direct investor accounts and management
Each client org stays separate, no shared database across clients

Smarter activity logging

Activity data that captures more than a call note.

Content synced automatically from Outlook and Google
Space to add notes against every meeting and email
Meeting and email content summarised against the record

Insights, at the record

Patterns and flags surfaced against the record you're looking at, not a separate report you have to go run.

Relationship activity slowing down, before it's obvious
Fund flow and platform patterns worth a second look
Ask questions in plain language and get an answer against your data

Reporting, built in

Live reporting from your CRM data, one platform instead of two.

Fund flow, APL and platform reporting
Live dashboards, no separate BI tool

Region and research data

The supporting data that sits around every fund manager relationship.

Region data management
Research tracking