WATERTOWN, MA – Netage Solutions, a premier provider of configurable CRM software for family offices and limited partnership investors, has been named as a finalist for “Best CRM System” in the 2015 Family Wealth Report Awards. Showcasing “best of breed” providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have “demonstrated innovation and excellence during 2014.”
“Netage has made a concerted effort over the past twelve months to evolve our product offerings and increase the executive-level headcount dedicated to our family office clients,” Commenting on the firm’s shortlisting, stated Krassen Draganov, CEO of Netage Solutions. “Recognition in these prestigious awards validates the tremendous work our product and services teams have demonstrated throughout the year.”
ClearView Financial Media’s Chief Executive, and Publisher of Family Wealth Report, Stephen Harris, was first to extend his congratulations to the shortlisted firms. He said “The firms who have been shortlisted in these awards are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards will recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management. Our aim is to make these annual Awards one of the brightest and keenly contested highlights in the wealth management calendar.”
ClearView Financial Media was founded by Chief Executive Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the Family Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme. With teams based in New York, London, Singapore, Switzerland, South Africa and Malaysia, the company is one of the fastest-growing media groups serving the financial services sector.
Winners will be announced at a gala awards dinner which will be held in New York on March 12, 2015 at the Mandarin Oriental.
Netage Solutions, Inc. has been a leading provider of industry-specific relationship management software and online reporting systems for the alternative assets investment firms for over sixteen years, including family offices, institutional investors, private equity and venture capital funds, real estate investment firms, hedge funds, funds of funds, and prime brokers. Intuitive and highly configurable, the Dynamo™ platform has improved the productivity of deal, research, and investor relationship teams worldwide. Collectively, our 300+ clients manage over $750 billion in assets. Media inquiries may be directed to Jason Doring at 617.612.5253 or jason(at)netagesolutions(dot)com.