for Institutions

The Challenges of Institutional Financial Reporting

As an institutional investor, having access to user-friendly tools that enable your team to prepare financial reports for your clients is paramount. Relying on reports from trading platforms or creating reports from scratch can diminish the value of the branding that can make your firm stand out.

The CRM2Plus Solution

CRM2Plus is fully customizable for institutional investors, allowing your team to produce standardized and company branded reports for your clients. The software can be licensed in the cloud, or white-labeled and installed locally at your office.