Investor Relationship Management Software
If you are interested in raising and retaining more investor assets and consolidating investor data into a single system that works with Microsoft Outlook®, you need FundRunner Marathon. An advanced IRM™ (Investor Relationship Management) & DDM™ (Due Diligence Management) software, it helps fund managers to easily consolidate and automate their complex communication and record-keeping needs.
FundRunner Marathon meets and exceeds the needs of today's advanced alternative investment managers with a contemporary user interface and improved operational, security, and compliance features.
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- Powerful investor relationship management capabilities integrated with a Microsoft Office experience. Enable people to work more productively with a Microsoft-friendly interface with tight Microsoft Exchange integration: import and send emails with attachments and leverage intuitive tools such as mail merge, MS Query and our Reporting Automated Communication Engine (RACE) to send out personalized investor statements
- Secure and controlled access to your client data with sophisticated role-based and record-level security. Extended functionality allows you to associate permissions and security at the role and/or investor-record level while complying with industry regulations and privacy legislation. For executive and non-core employees, an Outlook Relay toolbar in their Microsoft Outlook provides "light" access
- Comprehensive document management, including full security and version control as well as a global search engine that allows you to pull up stored documents such as PDF, Word or Excel files quickly and easily
- Custom Navigator tool that builds custom views and delivers on-demand access to relevant data that is sorted, grouped, and filtered by any criteria users choose
- Flexible, powerful internal and client reporting, generated without the assistance of the IT department, and with software that runs on an open Microsoft SQL Server Database®
- Customized investor relationship management and unprecedented self-service capabilities to automate processes within the system, allowing these users to quickly view and edit data and share contacts. Monitor all investor balance activity either by investment, in total, or completely integrated with your internal and external data sources such as your Fund Administrator and accounting systems
- Access FundRunner from any mobile device or PDA to view data and empower employees by giving them remote access via an Internet-enabled device
- Comprehensive Liquidity Reporting, with reports supporting prospective contributions and redemptions, pipeline reporting and cash flow forecasting
- Complete support for native data storage and operations for investment series accounting data