Home Platforms Insights Get in touch GEM is a purpose-built CRM for fund managers and wealth management firms, with screens and layouts each user can configure to their own role. Fund flows, APL, platform and research tracking, and dedicated modules for institutional, retail and direct investor relationships, all built in as standard.
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.
No workarounds, no Opportunities standing in for something they were never designed to be.
Each relationship type gets its own module, with its own workflow and its own screens.
Every user sees the fields and views suited to their part of the business, without leaving the record they are working on.
The core of how fund managers run the business, modelled as first-class objects.
Dedicated workflows and views for each type of relationship, switch between them and see only what's relevant.
Activity data that captures more than a call note.
GEM checks every record for patterns and flags as they emerge, so relationship managers see them without opening a separate report.
Live reporting from your CRM data, one platform instead of two.
The supporting data that sits around every fund manager relationship.