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GEM

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

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.

Why GEM

Built around the way fund managers actually work.

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

A data model that starts with the fund manager's day

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

Modular

Institutional, retail and direct investor management

Each relationship type gets its own module, with its own workflow and its own screens.

Configurable

Screens and layouts built around each role

Every user sees the fields and views suited to their part of the business, without leaving the record they are working on.

What's included

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

01

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
02

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
03

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
04

Insights, at the record

GEM checks every record for patterns and flags as they emerge, so relationship managers see them without opening a separate report.

  • Relationship activity slowing down, before it is obvious
  • Fund flow and platform patterns worth a second look
  • Ask questions in plain language and get an answer against your data
05

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
06

Region and research data

The supporting data that sits around every fund manager relationship.

  • Region data management
  • Research tracking
GEM Solutions

Already live across client orgs.

GEM is not only an interface. Modules like these are built on it and run in production today. The three below are a sample, not the full list.

Screenshot placeholder The live floor plan view, with delegates dragged onto tables and the warnings panel showing a flagged pairing.
01

Seating Planner

Plans the room for an event and prints the charts.

  • Drag delegates onto a live floor plan of round, square or rectangular tables, seats configured per edge
  • Seats a room automatically: sponsors anchor separate tables, no colleagues together, no repeat sponsor pairings, tables balanced for gender and asset consultants
  • Flags what it could not avoid, naming the table and the reason, and prints a staff sheet by table plus a guest chart in surname order
Screenshot placeholder The rep's home page dashboard, showing the pipeline tab with inline stage and close date editing.
02

Opportunity Manager

Sponsorship selling without clicking into an opportunity every time.

  • Build and edit a sponsorship deal from the account page, the event page or the rep's home page, all reading and writing the same record
  • One sponsorship can cover several events at once, priced and tracked as a single deal
  • A home page dashboard with three tabs: the rep's own pipeline with one click Close Won or Close Lost, the team's pipeline by owner, and upcoming events with confirmed sponsorship counts and values
Screenshot placeholder An event page showing the red or green pacing indicator against the booking curve.
03

Event Pacing

Answers one question about every event in the portfolio: is it where it should be by now.

  • Live calculated, never a stale report: sponsorship and delegate progress compared against an expected booking curve for that event format at that number of weeks out
  • Red or green per event, shown on the event page and across three portfolio dashboards
  • Gap tiles for events needing attention soonest, grouped under 12 weeks out, 13 to 16 weeks, and total under 16 weeks

Each of these is available as a build for your org.

Ask about GEM Solutions →