Ledgex IRM incorporates marketing efforts and sales pipeline management, delivering key features including opportunity management and scoring, contact management and mass mailing distribution. Uniquely, these capabilities are all integrated with the Portfolio Management, Manager Research, CRM and Document Management modules delivering a centralized and complete view of all information.

Ledgex IRM efficiently manages communications, capital movements, meetings, and client interactions in a centralized system and brings organization to the investor relations management process.

Ledgex IRM incorporates marketing efforts and sales pipeline management, delivering key features including opportunity management and scoring, contact management and mass mailing distribution. Uniquely, these capabilities are all integrated with the Portfolio Management, Manager Research, CRM and Document Management modules delivering a centralized and complete view of all information.
 

Investor Relationship Management features:

• Collect and share all investor and consultant activity: Notes, meetings, calls and documents
• Log and synchronize meetings and emails with Microsoft Outlook
• Manage the investor capital pipeline throughout asset gathering stages
• Create client account and performance reports at the investor, account, class and series levels
• View asset gathering and sales dashboards
• Email distribution
• Document management