Marketing Automation for Hedge Funds and Asset Managers
Track your impact on raising AuM across all digital channels
Since 2005, ProFundCom has been the leading Digital Marketing Platform for Hedge Funds.
ProFundCom can be deployed in the Cloud, on a Private Cloud, and On-Premise.
Is your digital marketing living up to your firm’s expectations?
”Because they're focused on financial services they understand the name of the game.“
Alison Mitsas-Sims, Marketing Director
”It's a close and genuine relationship which you just wouldn't get with a bigger company.“
Victoria Carroll, Marketing Director
”ProFundCom has enabled us to do something unique in hedge fund marketing.“
Daniel Schreck, Partner
“ProFundCom has given us wider and broader marketing intelligence than other available software.”
Ben Cowley, Head of Marketing
Built Specifically For The Finance Sector
Design stand-out campaigns and ensure delivery with our robust email marketing platform
Increase operational efficiency with automations built around your workflows
Raise and preserve AuM with our advanced reporting mechanisms
Understand how your campaigns are performing across all your digital channels
Ensure seamless delivery of your events and increase attendance with our powerful event management platform
Plug ProFundCom into CRMs, investor portals, document distribution platforms and more …
The profundcom blog provides news and trends in digital marketing for finance
More blog posts
How To Make Digital Marketing Your Asset Raising Saviour – Part Three – SEO
What Was the Marketing Sentiment for Asset Managers, Wealth Managers and Hedge Funds in February2023?
The Month in Digital Marketing for Finance – February 2023
Company news focussed on the digital marketing platform for asset managers
More company news
Inaugural Channel Islands Awards 2022 Winners
10 Best Marketing Intelligence Software For Ecommerce In 2022 and ProFundCom
Atlantic Conquered – 59 days, 2 hours and 39 minutes
Digital marketing in finance events
WEBINAR::How to Drive CRM Adoption in Fund Management with Marketing Automation
REPLAY::4 Powerful Automations to Boost Your Fund Marketing
REPLAY::5 Quick Wins for Fund Marketers in 2023
Tips, advice and tutorials
More knowledge articles
The Best AI Tools For Fund Marketin
The Way To Build The Best Landing Page For Fund Marketing
Bullet Points and HTML emails
ProFundCom product news and updates
More product news
ProFundCom Product & Service Notification 24th February 2023
ProFundCom Product & Service Notification 17th January 2023
ProFundCom Product & Service Notification 19th February 2023
ProFundCom white papers
More white papers
Six Quick Wins That Help Fund Marketers Raise And Retain AuM
ProFundCom Report – Digital Marketing Review of Top 100 Hedge Funds 2023
The Secret Analytical Skills Every Fund Marketer Must Know
Discover the AppStore
The ProFundCom Investor Portal allows clients to send investors their distributions with a few clicks on their computer. You can send distributions for multiple deals and manage these distributions all from one central location.
The ProFundCom Investor Portal delivers trackable and workflow-based content to investors and related parties. The ProFundCom Investor portal tracks what investors are doing, when and how they engage with documents, which can be used to have informed conversations.
The benefits of the ProFundCom Investor Portal are:
- Automation: Manage investor reporting in less time and with fewer staff resources.
- Communication: Security that protects client information.
- Reporting: Update investors on the status of documents and report internally on engagement.
- Customisation: White label your ProFundCom Investor Portal to match the look and feel of your brand and website.
The ProFundCom Outlook plugin gives the ability to track links and PDFs from within Outlook and reports back to the user via Outlook and ProFundCom.
PDF Page Tracking
The PDF Page Tracking App tracks which pages of a PDF are being accessed and for how long. The engagement data is then displayed in the timeline and feeds into the rating engine. The PDF pages are viewed as normal in a browser using the ProFundCom PDF viewer.
Analytics Automation Design Events Integration Reporting Templates
The ProFundCom CRM allows users to see, enter and evaluate all your company relationships regardless of the type. People, companies, projects or opportunities — all in an easy and intuitive interface. The CRM App provides Sales Automation, Calendar Management and Workflows with tight Outlook and Gmail integration.
- Leads. Converting Lead to Opportunity/Account/Contact.
- Opportunities. Potential sales in CRM.
- Accounts. Each account is a central record in B2B model.
- Contacts. Contact can be related to multiple Accounts with specific roles of relationships.
- Business Process Management (available in Advanced Pack). BPM tool. Provides an ability to model and automate business processes.
- Workflows (available in Advanced Pack). Actions can be triggered if specific conditions are met. Available actions: send email, update record, create new record, create notification, assign record by specific rule.
Managing a fund or portfolio requires you to review and distil mountains of confidential financial documents to make sure companies are performing the way you and your investors expect. With ProFundCom’s Data Room, you can reliably share high volumes of documents with limited partners, lenders, and portfolio companies. By keeping everything organized in a secure data room, you’ll have greater visibility into your fund and be ready to make the most of any opportunity. The App can be used for Portfolio Company Filings & Reporting, Due Diligence and LP Reporting / Investor Reporting.
This new integration enables the ProFundCom platform to generate reports in Tableau Software across all digital channels that can be used to spot trends, target campaigns as well as provide a detailed view of all marketing activities. These reports can use static and real-time data and can be deployed within the ProFundCom platform as well as distributed within the organisation.
This new integration enables the ProFundCom platform to generate reports in Microsoft PowerBI across all digital channels that can be used to spot trends, target campaigns as well as provide a detailed view of all marketing activities. These reports can use static and real-time data and can be deployed within the ProFundCom platform as well as distributed within the organisation.
The ProFundCom Survey Manager App gives users the ability to create online surveys and polls. These can automatically generate different questions and display different pages depending on previous selections. From the polls and surveys created you can gain better insights into the responses. Additional functionality is also available with automation tools provided as part of the AppStore. The Survey Manager App is completely drag and drop and no programming skills are required.
Marketing Project Manager
This is a complete project management system allowing you to handle your marketing team and content generation team with unparalleled ease. From assigning and coordinating major projects with milestones and task lists to tracking team members’ time to handling complicated marketing projects in a simple, easy to understand bird’s eye view format – this app is the perfect tool for those managing any size of marketing team.
Advanced Mail Server
The ProFundCom Advanced Mail Server has been developed so that emails sent from our email servers do not appear as BULK emails but as if they have been sent via the desktop with images embedded. This ensures that emails are delivered at 100% even to domains that have actively refused your domain in the past. The implementation of the technology is unique and uses a combination of methodologies to ensure deliverability.
Dynamic Preference Centre
Design Integration Templates
The ProFundCom Preference Centre App is built around the requirements of GDPR with it being able to detect mailing preferences from the CRM and displaying them for individual investors. Investors can then select the mailing topics, preferences and frequency of updates and the distribution lists will update automatically with their choices. The App is also able to keep an audit log of all requests which ties in to the GDPR requirements of an individual’s preference selections over time.
Unlike the average IP tracker, the ProFundCom Visitor Track App provides an essential and powerful tool for account-based marketing.
This App features highly sophisticated matching technology that uncovers, verifies and validates more qualified prospects hiding in website and other digital traffic. The Visitor Track App is able to provide a transparent view of the companies and industries interested in your products and services as opposed to a list of anonymous website visitors. There are 2 types of traffic in ProFundCom – one that we can identify and those that we can’t. The Visitor Track app gives marketers the details on the unidentified traffic. It is able to work out the Organisation and addresses based on IP address and various reference data sources. This is useful for marketers who want to do Account Marketing, where they are looking to open new accounts and want to see if their communications are being accessed from those accounts. If they are they can then research the people that need to be targeted and then communicate with them via email or any other method.
API – Integrates seamlessly with other systems
ProFundCom has an open application programming interface (API), which makes it easy for your developers to integrate with other systems – with or without our involvement. You can then access all workflows, templates, automation and analytics through a single system. The most common uses of the API are integration with a CRM that is currently not supported – or if there is a custom requirement – and to integrate ProFundCom into a process involving third-party tools and services we don’t currently support.
The API is used to provide integration to external systems
- Connect to a document production system
- Connect to a CRM – generally a bespoke CRM
- To pass analytic data to an external system – such as an enterprise KPI system
- The API can also be used so that ProFundCom has no user interface and all the mailings are automatically generated and sent
Client Relationship Manager
The ProFundCom Relationship Manager App is a sales management tool designed to help small sales teams manage the sales processes in financial institutions. The ProFundCom Relationship Manager App focuses solely on the requirements of the team doing the selling and does away with elements that generate noise and clutter. It helps the sales team focus on key opportunities with key contact data as well as digital interactions to make more productive calls and meetings.
The key feature about ProFundCom’s SERP App is that it isn’t trying to be an all-in-one SEO solution that provides questionable automated SEO recommendations. Instead the ProFundCom’s SERP App gives the key SEO and Keyword data to do your own analysis. This App is used when marketing teams need a summarised view of Google Analytic traffic and how their keywords are performing. Marketers are too busy to be experts in Google analytics and the navigation of Google Analytics requires a fair amount of expertise. We have asked our users what they want to know from Google analytics and it is Organic Traffic, Best performing pages and how their search terms are performing. So we provide this information from within the SERP Manager.
The SERP Manager provides a snapshot of how Google and other search engines are ranking your site and web property.
The File Attachment App enables ProFundCom users to send physical email attachments as part of emails as opposed to url and web links in the email body. This app is deployed when people have requested a preference to receive physical attachments or the business processes require the sending of actual attachments. The File Attachment App can be used in conjunction with the Digital Rights Management App and the Water Marking App to provide a secure document delivery solution.
PDF Document Factory
The ProFundCom PDF Document Factory App provides the ability to place transaction data as well as personalised content in PDFs that can then be distributed to end clients. This is ideal for personalised valuation statements or client reporting. Extended this can be used to provide Fund Factsheet generation capabilities and used in conjunction with the ProFundCom Process Automation App can provide a fully integrated client communication and reporting platform.
The ProFundCom PDF Watermarking App gives users the ability to insert text and any other personalised data into PDF files for security and compliance purposes. These PDFs can then be distributed via the ProFundCom platform and the security and integrity of the PDF will remain intact. This is extremely useful in distributing “for-your-eyes-only” documents and ensuring that the illegal distribution of documents is prevented.
The ProFundCom Google Analytics App gives users the ability to not only track deep engagement from within ProFundCom but also passes traffic details to Google Analytics. When Google Analytics is the prime tool for measuring results across all a clients sites, apps, and offline channels, the ProFundCom Google Analytics App provides all email and related digital analytics within the Google Analytics platform.
The ProFundCom Website Engagement App enables the measurement, collection, analysis and reporting of web data for purposes of understanding and optimizing client web usage. The ProFundCom Website Engagement App is used to assess and improve the effectiveness of a website and helps to estimate how traffic to a website changes after the launch of a new campaign. The ProFundCom Website Engagement App provides information about the number of visitors to a website, the number of page views, who the visitors are and what pages they are viewing. It helps gauge traffic and popularity trends which is essential for market research.
The ProFundCom LeadDeck App allows sales and marketing teams to get real-time alerts of website visitors, new digital behaviour, new prospect activity as well as a list of prospects that our AI algorithm has identified for a call. The LeadDeck can be embedded in any CRM so that sales and marketing teams can work efficiently from one system. The LeadDeck has sliders that allow sales and marketing teams to customize the scoring of their contacts. Automations can be applied to alert a sales team member if a threshold is exceeded.
The ProFundCom Event Manager App provides a “one-stop-shop” for planning and running an event such as seminars, conferences or a simple meet-the-manager. With an event dashboard, dynamic emails and forms, venue management, event life-cycle scheduler, mobile device check-in and integration into CRM, the ProFundCom Event Manager App is also a strategic tool to increase brand visibility and the overall attendee experience. This is not just a solution for the event team, but also the sales & marketing teams, so as to raise assets and demonstrate ROI from the multiple marketing channels.
Digital Rights Management
The ProFundCom Digital Rights Management App is a set of access control technologies for restricting the use of proprietary and copyrighted documents. The ProFundCom Digital Rights Management App controls the use, modification, and distribution of copyrighted works, as well as systems within devices that enforce these policies. This protection has come about by the rise of digital media and documents having vastly increased the concerns of copyright-owning individuals and organizations, particularly within the finance sector.
The ProFundCom Microsite App allows users to create a web design to add information to a website, either editorial or commercial or a landing-page for a campaign. The microsite may be linked in to the main site or not or taken completely off a site’s server when the site is used for a temporary purpose. The landing pages will usually display directed sales copy that is a logical extension of the campaign, advertisement, search result or link. Landing pages are used for lead generation. Landing pages are often linked to social media, e-mail campaigns or search engine marketing campaigns in order to enhance the effectiveness of the advertisements so using other ProFundCom Apps such as the Social Media App as part of the solution will demonstrate ROI.
The ProFundCom Form Designer App is an easy to use tool which provides you with online contact forms to place onto your website. The ProFundCom Form Designer App has it’s own control panel for completely customized forms. You don’t need any coding experience to create an eye-pleasing form to present on your website which can be completely styled in CSS. To get started on your first form, it’s really as easy as dragging and dropping. You select which box you’d like to appear on your form and then drag it to where you’d like it to appear on the form. Not to mention the fact that there are many different variations of input boxes you can place such as plain text box, a multiple choice box, file upload, drop-down menu, etc. You can also create multiple forms which are easy to manage right from the ProFundCom Form Designer App interface.
The ProFundCom Process Automation App gives you the ability to automate any part of the digital marketing journey. With the ProFundCom Process Automation App users can visually map out their digital campaigns and create decisions or actions based on customer behaviour, date, event, lead score or segmentation rule. Users can score contacts on their digital behaviour and their identity, then combine both into an overall third score, which lets you see in an instant how valuable they are, and where they are in the investment cycle – in a process known as Lead Nurturing.
The ProFundCom Reporting Automation App provides the ability to distribute reports automatically from the ProFundCom platform to internal and external stake-holders. These reports can be scheduled to run at regular intervals as well as be sent to specific groups in any document format that is compatible with standard desktop software. One of the key features of the ProFundCom Reporting Automation App is users define who gets access rights and how protocols are followed. This results in fewer errors and a lower probability of compliance issues since the ProFundCom reporting Automation App keeps track of each report.
The ProFundCom Template Automation App allows the content of the email templates to be automated based on a recipient’s specific criteria. With the ProFundCom Template Automation App users have the ability to create standard email templates and automatically populate it with content based on the recipients holdings as well as preferences. The App can also use an AI-based algorithm to add related content into the email template based on the recipients previous and predicted digital behaviors.
The ProFundCom CRM Connector App provides synchronization between the ProFundCom platform and clients’ CRM systems. A typical use case is the ProFundCom CRM Connector App creates a link between the two platforms, so that you can sync prospects, contacts, and leads between the two systems. The connector will also sync marketing lists, campaigns as well as user preferences. Gone are the days of outdated record information, or having to manually update records by periodically exporting prospect date and importing it into the CRM. With the connector enabled, marketing and sales will always have access to the latest, most accurate digital engagement data.
The ProFundCom EngageMetric App provides reporting, query and analysis of all your digital activity across all sales and marketing teams and across all digital channels. The EngageMetric App provides a self-service environment for creating ad hoc queries and analysis of data as well as a library of pre-defined reports. The ProFundCom EngageMetric App is built to be easy to use and rich in functionality, to help users get valuable business insight quickly so you can make critical marketing decisions with confidence.
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Trusted By Global Financial Institutions
Integrates with your existing CRM and other systems
Most PopularMore Popular Articles
White PapersMore White Papers
Six Quick Wins That Help Fund Marketers Raise And Retain AuM
Everybody likes a quick win – both in life and business. And although a lot of fund marketing is about […]
ProFundCom Report – Digital Marketing Review of Top 100 Hedge Funds 2023
Welcome to ProFundCom’s inaugural digital marketing review of the biggest 100 hedge funds in the world! These hedge funds may […]
The Secret Analytical Skills Every Fund Marketer Must Know
The three secrets I’m going to reveal to you in this paper are the key to using your marketing efforts […]
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