Fund manager pack
The fund manager pack for GEM runs inside your own Salesforce org. Fund flows, institutional distribution, direct investors and actions are modelled the way fund managers work, then switched on per client.
A generic CRM gets bent into shape with custom fields and workarounds on objects that were never designed for the job. GEM starts from the fund manager's workflow and builds the data model around it, on the platform your team already trusts.
Runs on Salesforce Platform licences inside your own org. Your data, permissions and audit trail stay exactly where they are.
Every module is subscribed to separately and deployed into the client's own org. Nothing is shared between clients.
Bespoke builds sit alongside the modules for anything a single client needs, without touching the shared product.
The fund manager pack sits on top of the GEM core. Take the whole pack or start with one module, and the fund manager data model underneath is shared.
Fund flows, platforms and advisers, modelled as first class records.
Load a platform fund flow file, and reverse a batch under audit.
A worklist that says what to do next, and clears itself once it is done.
Pipeline, mandates, strategies and the investor register in one workspace.
The investors behind direct registry files, reviewed and classified in one place.
A pipeline that fits how a fund manager sells, with plan tracked against actual flows.
This is the live subscription record, not a roadmap. Modules marked Ready are built and tested, and are switched on when a client asks.
| Module | Client orgs where active |
|---|---|
| Actions | 4 of 4 |
| Fund Flow | 4 of 4 |
| Direct Investors | 3 of 4 |
| Institutional | 1 of 4 |
| Sales Operations | 1 of 4 |
| Fund Flow Uploader | 0 of 4 |
