Manager Interface

Because CRM just isn't good enough.

Eleven connects your prospects and clients to you.

Client-driven investment firms use Eleven to build their most engaged, secure communities of clients.

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Upgrade as you grow.

CRMs and data rooms don't engage your network like Eleven.

Eleven allows fund managers of all sizes to scale their efforts, deliver outstanding client service, improve regulatory compliance and enhance their brand.

Select features Eleven CRM Software Data Rooms
Unlimited data rooms Free No $
Workflows, controls and tools for your recipients Free No No
Centralized performance reporting Free No No
CRM integrations Free No No
Direct and bulk messaging Free $ No
Access controls Free No $
Authenticated access from emails Free No $
Relationship timeline and activity Free $ No
Investor certification visibility Free No No
Relationship notes Free $ No
Login and registration functionality for your website Free No $
Automated, digitized fact sheet application Free No No
Automated personal assistant Free No No
Two way communications with your audience Free No No
Drive investment inquiries online Free No No

Already have your own client relationship processes in place?

Eleven can sit on top or alongside of your CRM and client communication systems.

Make life easier for your clients—and benefit.

Relationships are a two way street. That's why Eleven focuses on you and your customers. Eleven lets you empower your network with tools and easier, more useful access to your information, all at no cost and to bring them even closer to you.

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Private Investment Channels

Eleven hosts private investment marketplaces operated by third party financial institutions. Eleven managers can apply for listing in these channels.

Integra Nexyst Horton Point Third Seven Advisors

For fund managers

Move your investor relationships to the next level.

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Join thousands of users in more than 25 countries.
Start engaging your network in no time.