Fund-Technology.com

Digiterre release 70 percent faster workflow system

Posted: 02 March 2009

Digiterre has released their newest workflow and relationship management system dCRM version 4, built specifically for the investment management industry.

Ian Murrin, CEO of Digiterre stated: "The new product is 70 per cent faster than dCRM 3.0 and features a significantly enhanced Fund Flows module. It also features user-driven reporting and additional reports such as the Investor Overview Report which shows total holdings and a history of all recent transactions."

dCRM 4.0's Fund Liquidity Profile Report is of interest to funds that are re-structuring or changing their lock-up and notice periods. The report displays the share class transactions that are coming out of lock-up together with investor holdings which are out of lock-up but have not been redeemed at the touch of a button.

"Beyond the new reports, our Report Designer tool enables non-technical users to create their own highly formatted reports which can incorporate charts and other structured data," says Murrin.
Further technical improvements include enhancements to the way the system integrates with Outlook TM and the ability to automate the production of marketing lists segmented by investor type.

dCRM 4.0 is available for immediate implementation.

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