Salesforce's CRM solutions are widely adopted within the alternative asset management space, providing versatility and adaptability for closed-ended fund management. Users can tailor their Salesforce instance, leverage apps, or opt for specialist platforms like Navatar, Altvia, and Caltina built on Salesforce's architecture to meet specific industry demands. Salesforce's Private Equity Practice offers firms partnership opportunities, facilitating access to innovations and thought leadership. Additionally, Salesforce aids Private Equity firms through central partnership management and digital value creation advisory services.
Redefining Investment Management with Integrated, Intelligent Solutions.
Revolutionizing Financial Ecosystems with Precision, Scale, and Security.
Transforming Investment Research Management and Data Analytics for Informed Decision-Making.