Case Study: APS Asset Management

APS Asset Management Case Study

A testimonial from an asset management firm headquartered in Singapore

In 2018, APS Asset Management decided it was time to invest in a modern CRM tailored to hedge funds’ needs. The team knew they needed a system to better manage their client pipeline and track activities. They faced challenges like:

  • Manual copying and pasting of emails
  • Limited insight into changes made in Excel
  • Time-consuming process for adding notes and activities
  • Lack of mobile device access to the database

Download the case study to learn why APS Asset Management chose Dynamo.

Read the APS Asset Management Story