Tag: business trends

July 9, 2012 David Gemma No comments exist

HNWI & Institutional vs. Wrap/SMA

CRM solutions for investment management have mainly focused on High Net Worth Individual (HNWI) and Institutional clients, but firms running Wrap/SMA business are stuck trying to shoe-horn their relationships with sponsors, branches and FA’s into a relationship structure that doesn’t really fit.  What’s worse is when I hear the exasperation of Wrap/SMA managers that have been searching for a CRM solution.  First they have to explain their business to the CRM vendor, then they to go into a demo and find out that they are looking at a HNWI system that comes with only promises that it can be adapted to handle Wrap/SMA relationships.

CRM built for Wrap/SMA

It’s a great feeling when you (more…)