Institutional Knowledge

Data Management: Turbodex can help you implement best practice around your client data systems. We offer CRM clean-up and optimisation to ensure efficient use of all your client data and investor knowledge. Our service includes full client segmentation and analysis. Working closely with leading fund databases, we ensure the data they hold on your funds is accurate, complete and regularly updated.

Investor Communication: Turbodex advise on all aspects of email marketing and investor communication. We offer two-way client communication monitoring to ensure your investors get the information they need in a format they understand. Enhance the clarity and impact of your monthly investor newsletters, performance and risk reporting with our bespoke service.

Roadshows: Turbodex can organise roadshows and investor meetings for your firm with institutions in Canada, Switzerland, France and the UK. We select institutions that understand your process and invest in the type of investment vehicles and investment strategies you offer. Our experience and expertise gives us the ability to hold introductory meetings and properly qualify and filter potential investors.