Cloud software solutions for Hedge Funds: Manage your relationships, pipelines, and assets proactively

There are many demands on today’s hedge funds. Pressure from investors and regulators are at an all-time high. Transparency is critical, and there are complex reporting and compliance requirements. What if you could have a complete solution for managing client relationships?

Powered by Microsoft Azure and Dynamics 365 (formerly AX and CRM), HSO’s DynamicsAdvantage for Hedge Funds capitalizes on the power of Client Relationship Management to make it easier for you to manage and track investor communications, proactively manage your sales pipelines, strengthen even the most complex client relationships, and ensure you are on top of capital movements.

Keep it simple

By streamlining processes in a single solution, you are free to focus on raising more assets and retaining them, attracting clients and keeping them loyal with white-glove service and performance—all while meeting compliance and reporting requirements.

Unlike point solutions, HSO Hedge Fund solutions are backed by the power and flexibility of Microsoft Azure and Dynamics 365. This ensures your solution will remain state-of-the-art, with the full backing and protection of the Cloud experts at HSO and Microsoft.

The Microsoft Power Platform: Getting you exactly what your firm needs

A solution packed with features ultimately isn’t enough; you need technology to support the processes that are unique to your business. The Microsoft Power Platform includes tools–Power Apps, Power BI, and Power Automate (formerly known as Microsoft Flow)–that give everyone in your firm–not just programmers–easier access to business intelligence, app development, and app connectivity.

Best of all, the Power Platform extends Microsoft 365 and Dynamics 365 but also integrates with nearly any business application or system, including Salesforce, SAP, Oracle, or financial services point solutions. It enables you to easily build business apps and extend or customize the software solutions you use—in days, not months.

Discover what the Power Platform can do for your firm with an HSO Proof of Concept engagement

A proof of concept is an easy, low-risk option that lets you see what the Power Platform can do for your firm. In a 5- to 10-day engagement, we work with you to re-imagine your goal or challenge. The PoC engagement doesn’t just stimulate ideation; it also gives you deliverables that demonstrate the value to expect when you go forward with a Power Platform project. Learn more about HSO’s Proof of Concept offering.