Directly connected with our Fund Accounting application for an ideal single source of truth and immediate report availability. However extend your firm’s efficiency by integrating to other outside CRM applications using our RESTful APIs and webhooks.
How can we help YOU?
See how we can enhance your processes when you have...
A ‘Full’ CRM like - SalesForce, Hubspot, Zoho, etc.
Let’s connect to it! You can use entrilia for individual investor report generation and allow your IR team to use the interface they’re most comfortable with - all while not losing any efficiency.
A ‘Light’ CRM like - Mailchimp
Depending on how you’re using it we might be able to replace this completely. We’re not looking to replace marketing features - but campaigns, contact relationships, and more...
Outlook and Excel
While this can be a comfortable and flexible tool, it carries MASSIVE key-man risk. Transition to Entrilia’s centralized database for contacts and investor relationships - along with report generation.
An Investor Portal
Great! Keep using it if you like it and let’s explore if we can sync not only investor and contact data for wires and report generation but also dynamic quantitative data for dashbaord reporting!
WHAT IS IT REALLY
The best solution for a common problem is usually a logical one
Many systems are either too detailed or not detailed enough in how they connect contacts, investor and funds - we have a flexible structure that strikes the perfect balance.
Send investor messages with the option to generate and attach reports like capital calls, financial statements, ILPA fee template and more.
Data synchronization is a priority but not only is our architecture integration friendly - our data model supports the typical 3rd party formats.
Directly Connected to Accounting
Having the module inside accounting, with the allowance of custom fields, we can leverage more data in allocation rules and reporting - all in one place, with immediate results!
Simple or Sophisticated
Scale down for very simple use cases, or scale up to act as the full admin control for investor portals.
No lengthy setups after creating a new AIV/SPV structure, subsequent closes, investor transfers or other tasks that might otherwise create manual data entry.
A cloud-native solution
Enjoy the FREEDOM of allowing your team to select the web apps they want to use - then leverage
Own & manage your data: 100% secure
Fast and secure operations
Lower your CAPEX and maintainance
Access your data anytime from anywhere
What do we value
Intuitive processes lead to quicker solutions and happier users
Investor Relations teams should be able to work in the software they like
In the past when it came to technology selection efficiency has equated to sacrifice - but no longer. Whether it’s a custom made investor portal, or a full CRM - let’s integrate to find The Greater Sum!
Our future is in modern, world class Portals.
We’re not stopping here - we’re determined to solve the issues also facing firms wanting modern customer portals - that work as well for the individual as they do the institutional investor.
Keeping it simple. The worst thing you can do is over complicate a tool that should be easy to use.
Our blend of necessary detail and intuitive user experience will keep users engaged and ultimately more efficient.
How to Start
Contact us to SEE how we’re automating fund operations
Access our solution for IMMEDIATE results and ROI
SCALE your use of our suite with self-service tools
Partner with us to EVOLVE technology to meet new demands
BECOME A PARTNER OF ENTRILIA
Partner with us today in building cutting edge software to find your greater sum!