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FactSet Investor Relationship Management

from FactSet

Combines financial data with CRM capabilities to enhance investor experience. Features include portfolio management, client reporting, and data integration.
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Category: Investor Relationship Management (IRM) Systems
in: Client Relationship Management
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.

FactSet Investor Relationship Management

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