CRM comes of age Historically, buy-side implementations of client relationship management (CRM) systems proved a tricky proposition. Third-party options were few and expensive, cumbersome to deploy, and had little functionality specific to the asset mana

Third-party client relationship management (CRM) platforms haven't typically ranked at the top of investment managers' must-have IT lists in the past, and for good reason. Buy-side firms with limited resources had more compelling things to do than embark upon lengthy, expensive implementations for systems providing little or no capabilities designed for fund management. Now, CRM system providers and advocates still have their work cut out for them in terms of convincing some managers of the