FolioMetrics
from With Intelligence
Asset management CRM platform specifically designed for investor relationship management, research tracking, and investor communications for alternative asset managers.
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.
FolioMetrics
Category:
Alternative Data
in:
Data Supply
Non-traditional data sources used for underwriting, investing, or research — satellite imagery, web and social scraping, consumer spend panels, and similar signals not captured by conventional financial data categories.
Alternative Data
Publicly available data, summarised using AI.
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