ProFundCom is perfect for:

• Prime Brokers and Cap Intro
• Larger Fund Managers
• Asset Managers
• Wealth Managers
• Boutique Managers

Sign up for your trial

Fields marked with an asterisk (*) are required.

Wealth Manager Edition

ProFundCom Wealth Manager Edition is a wealth management marketing and sales intelligence software platform that reports back how your communications are being received, offering insight into its effectiveness.

ProFundCom advises you who is interested in your products, allowing for more targeted and effective calls, and improved correspondence with prospects and clients

Extending Your Reach
As marketers we’ve defined “reach” as size of your database – the number of people we can actually touch with our fact sheets and performance numbers. More people are finding content through social networks like LinkedIn and Twitter. Investors were once defined by smiling and dialing from lists filtered by strategy type in Excel. Today, they’re defined by their social networks. Getting sharable content into those networks, while observing who interacts with it, lets you grow the reach of your marketing.

Targeting Influencers to Drive Conversions
Getting prospects to convert to investors, to take that next step, has always been about establishing trust. In decades past, that network was limited. But social media has made the number of “light” relationships we can maintain explode. Buyers are turning to influencers on social media to help guide them through the investment process and find what funds are worthy of their attention. If a prospect is connected to large number of influencers in your space, they are more likely to invest. Social media gives marketers the unprecedented ability to identify and engage these influencers. And earning their trust results in that trust being passed down to prospects, leading to increased conversions.

This has not fully evolved yet for asset managers and hedge funds but it is worth noting that ProFundCom allows you manage the "light" relationships and nurture them till the point that they are ready to invest. It may mean inviting them to a seminar or a manager presentation - each action bringing them closer to your fund.

Increasing the Velocity of Your Pipeline
For a given investment cycle, doubling the "velocity" of your pipeline can have the same effect as doubling the size of your database. But to do so you need to make your fact sheets and performance discoverable, contextual, easy to access and know who is accessing them. By having this efficiency that ProFundCom provides increases the efficiency and "velocity" of your sales process.

.

Reports are provided in real-time filtered by salesperson, emails opened, emails read, emails printed, emails forwarded, website accessed and attachments opened - providing market leading communication analytics.

Sales Intelligence for Wealth Managers

• Identifies which prospects are interested in which products
• Recognises cross selling-opportunities
• Qualifies leads to help create a targeted sales approach

Marketing Intelligence for Wealth Managers

• Establishes what communications will work best in your campaign
• Determines how contacts are engaging with your communications
• Analyses what factors contribute to a successful marketing campaign

Products like ProFundCom facilitate efficient, expedient and relevant communication, which are necessary components of quantitative and qualitative investor and prospect engagement. In a climate where due diligence is protracted and more invasive, solid relationships in tandem with concise, auditable communication mechanisms can compress the allocation cycle and bring AUM online faster from family offices, a rewarding and lucrative investor segment and client base that requires patience and persistence to successfully penetrate.