Industry · Investment management

CRM architecture for investment platforms.

When your business model involves custom entities, complex associations and compliance checkpoints, you need CRM architecture that goes beyond contacts and deals. We design and build it.

Discuss your architecture needsSee our services
What we solve

The challenges we solve

  • Standard CRM structures can't represent investment entities, portfolios, assets and transactions
  • Investor certificates and statements are generated manually
  • Distribution calculations are done in spreadsheets with no audit trail
  • Investor lifecycle and compliance checkpoints are tracked informally

What we build

  • Custom object architecture: entities, investments, assets and transactions with full association mapping
  • Investor lifecycle pipeline with KYC verification, accredited status and compliance gates
  • Automated certificate and statement generation
  • Distribution calculation workflows
  • Investor reporting dashboards
Proof

What we've built.

4

custom objects designed and built in HubSpot.

Automated

certificate and statement generation.

$M+

barrel portfolios managed with full investor lifecycle tracking.

Architecture that fits your model.

If standard contacts-and-deals can't represent your business, let's design the object model that can.

Discuss your architecture needs