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Market Builders CRM for Investment Management

Starting at $1,000 USD per user (one-time) Product is priced on a one-time basis and carries no subscription or maintenance fees. It is priced on a per user basis with a minimum price of $10,000 that includes the first 10 users.



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Comprehensive CRM solution for Institutional Asset Management industry

Market Builders CRM for IM is designed for the Institutional Asset Management & Retirement Services industry and used by sales, marketing and client service working with plan sponsors, consultants and intermediaries. It can store S&P’s MMD database.

  • Manage Relationships, Opportunities, Portfolios and Strategies/Products for Institutional Prospects & Clients as well as Financial Consultants.
  • Provides the architecture for Intermediary sales through various channels and resources like RIA's and Platform Providers.
  • Ability to store all S&P Money Market Directory Data
OPPORTUNITY MANAGEMENT##• Track and link the consultant and service providers influencing each deal##• Manage RFP’s and RFI’s through the entire response process##• Alerts when reaches a critical stage or closes##• Track competitors and status####CLIENT SERVICE##• Improved communication on account data & performance to clients and service providers##• Make portfolio data that resides in other systems/databases easily accessible##• Manage client reporting process## Track and manage clients with "At-Risk" portfolios####CONSULTANT RELATIONS##• Track, Monitor and Manage consultant relationships##• Conduct searches for best fit consultants####MANAGE PRODUCTS/STRATEGIES AND CONSULTANT RANKINGS## - Track Opportunities and Portfolios by strategy## - Track and manage Intermediary & Platform Provider relationships by strategy####MANAGE INTERMEDIARIES AND PLATFORM PROVIDERS####ACCESS TO 3RD PARTY DATA##• S & P Money Market Directory ( MMD ) – all data elements ####COMPLIANCE##• Facilitate risk profiling and KYC requirements##• Automated “workflow” to insure steps followed & policies observed


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, and Performance EditionsEnterprise & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 13
  • Custom Applications: 1
  • Custom Tabs: 4

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements

Support Support not provided

Support not provided

Additional Information

Package Name
Market Builders CRM for Investment Management
v08.1 / 1.3
First Release
Latest Release
Market Builders Inc.
Corona Del Mar, CA

Market Builders was founded in 1988 as a consulting company focusing on sales force automation and customer relationship management. Since that time it has empowered hundreds of companies with CRM tools. Starting in 1990 MBI has focused on the investment management industry and specifically on the institutional asset management business. This buy-side institutional business has demonstrated a need for complex information to profile and track the various organizations operating in their sphere of influence. This includes information on Plan Sponsors, Consultants, Service Providers such as Custodians, Trustees, Brokers and intermediaries such as RIA's and Platform Providers. Market Builders has worked with the market leaders in this industry and has implemented CRM systems at over 100 institutional asset management firms with over 50 using our Salesforce apps. Having worked with so many clients in the industry, we are in a position to apply CRM best practices to a wide variety of organizations that have diverse requirements. In today’s investment world that may include traditional institutional asset management, alternative investments or hedge funds, and mutual fund sales.

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