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Email Marketing
Design stand-out campaigns and ensure delivery with our robust email marketing platform
Marketing Automation
Increase operational efficiency with automations built around your workflows
Sales Intelligence
Raise and preserve AuM with our advanced reporting mechanisms
Marketing Reporting
Understand how your campaigns are performing across all your digital channels
Events
Ensure seamless delivery of your events and increase attendance with our powerful event management platform
Integrations
Plug ProFundCom into CRMs, investor portals, document distribution platforms and more …
Integrates with your existing CRM and other systems
ProFundCom API
Discover the AppStore
Case Studies
White Papers
White paper
How Do You Market To The Invisible Investor?
The world just went digital. Admittedly it’s a process that’s been ongoing for a couple of decades, but the coronavirus […]
White paper
How To Use Automation To Improve The Investor Experience
Today, in every sector, the customer experience is more important than ever before. People want and expect service providers to […]
White paper
How To Improve Client Engagement In The Wealth Management Sector
In wealth management, client experience matters. Do it well and your clients will be more loyal – and more open […]
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